Staton Financial Advisors, LLC

Staton Financial Advisors, LLC (CRD# 120238) is a financial advisory firm headquartered in Charlotte, NC. They manage $99,886,685 in 222 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    222
    ACCOUNTS
  • Average Account Value
    $449,940
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, GA, NC, SC, TX

Financial Advisors at Staton Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Cynthia H. Bernart
CRD#: 4726998
6525 Morrison Boulevard, Suite 314, Charlotte, NC 28211
90
Wealthminder
score

Cynthia Bernart (CRD# 4726998) is an Investment Advisor Representative working at Staton Financial Advisors, LLC in Charlotte, NC and has over 4 years of experience in the finance industry.

2
William G. Staton
CRD#: 434097
6525 Morrison Boulevard, Suite 314, Charlotte, NC 28211
90
Wealthminder
score

William Staton (CRD# 434097) is an Investment Advisor Representative working at Staton Financial Advisors, LLC in Charlotte, NC and has 1 year of experience in the finance industry.

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