Tarheel Advisors, LLC
Tarheel Advisors, LLC (CRD# 149308) is a financial advisory firm headquartered in Greensboro, NC. They manage $37,943,713 in 298 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management38MILLION
Total Number of Accounts298ACCOUNTS
Average Account Value$127,328
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Walter Hinson (CRD# 4513129) is an Investment Advisor Representative working at Tarheel Advisors, LLC in Greensboro, NC and has over 14 years of experience in the finance industry.