Wealthshield Partners, LLC

Wealthshield Partners, LLC (CRD# 169584) is a financial advisory firm headquartered in Cary, NC. They manage $913,541,231 in 1,330 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    914
    MILLION
  • Total Number of Accounts
    1,330
    ACCOUNTS
  • Average Account Value
    $686,873
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • 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
  • Selection of other advisers (including private fund managers)
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.

AR, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VI, VT, WA, WV

Financial Advisors at Wealthshield Partners, LLC
Showing 1 - 10 of 16 top financial advisors.
1
Mark A. Bare
CRD#: 5377749
293 Olmsted Blvd 11b, Suite 7, Pinehurst, NC 28374

Mark Bare (CRD# 5377749) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Pinehurst, NC and has over 15 years of experience in the finance industry. Mark Bare has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kenneth R. Bollinger
CRD#: 2461770
2500 Regency Parkway, Cary, NC 27518

Kenneth Bollinger (CRD# 2461770) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Cary, NC and has over 25 years of experience in the finance industry. Kenneth Bollinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Philip J. Cawley
CRD#: 1547550
One City Center, 8th Floor, Portland, ME 04101

Philip Cawley (CRD# 1547550) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Portland, ME and has over 27 years of experience in the finance industry.

4
Nathan A. Cherry
CRD#: 6435430
1225 Crescent Green, Suite 100, Cary, NC 27518

Nathan Cherry (CRD# 6435430) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Cary, NC and has over 7 years of experience in the finance industry.

5
Stuart A. Gay
CRD#: 5782347
1511 Sunday Drive Suite 214, Raleigh, NC 27607

Stuart Gay (CRD# 5782347) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Raleigh, NC and has over 12 years of experience in the finance industry.

6
Carman T. Hicks
CRD#: 3156997
1225 Crescent Green, Suite 100, Cary, NC 27518

Carman Hicks (CRD# 3156997) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Cary, NC and has over 23 years of experience in the finance industry. Carman Hicks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Sean A. Hussey
CRD#: 5584142
One City Center, 8th Floor, Portland, ME 04101

Sean Hussey (CRD# 5584142) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Portland, ME and has over 13 years of experience in the finance industry.

8
Harry M. Krigman
CRD#: 1210182
One City Center, 8th Floor, Portland, ME 04101

Harry Krigman (CRD# 1210182) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Portland, ME and has over 34 years of experience in the finance industry.

9
Robert A. Leggett
CRD#: 3192764
2500 Regency Parkway, Cary, NC 27518

Robert Leggett (CRD# 3192764) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Cary, NC and has over 23 years of experience in the finance industry. Robert Leggett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Norman H. Levesque
CRD#: 5099084
One City Center, 8th Floor, Portland, ME 04101

Norman Levesque (CRD# 5099084) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Portland, ME and has over 16 years of experience in the finance industry.

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