Traverse Partners, LLC

Traverse Partners, LLC (CRD# 138003) is a financial advisory firm headquartered in Mooresville, NC. They manage $63,705,038 in 306 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    306
    ACCOUNTS
  • Average Account Value
    $208,186
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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.

NC, TX

Financial Advisors at Traverse Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Peter M. Walton
CRD#: 5734995
150 Fairview Rd., Suite 105, Mooresville, NC 28117
93
Wealthminder
score

Peter Walton (CRD# 5734995) is an Investment Advisor Representative working at Traverse Partners, LLC in Mooresville, NC and has over 6 years of experience in the finance industry.

2
Jennifer N. Watkins
CRD#: 5234671
105 Fairview Rd., Suite 105, Mooresville, NC 28117
93
Wealthminder
score

Jennifer Watkins (CRD# 5234671) is an Investment Advisor Representative working at Traverse Partners, LLC in Mooresville, NC and has over 9 years of experience in the finance industry.

3
James E. Hutchby
CRD#: 2573815
150 Fairview Rd., Suite 105, Mooresville, NC 28117
83
Wealthminder
score

James Hutchby (CRD# 2573815) is an Investment Advisor Representative working at Traverse Partners, LLC in Mooresville, NC and has over 21 years of experience in the finance industry.

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