Wealthshield Partners, LLC

Wealthshield Partners, LLC (CRD# 169584) is a financial advisory firm headquartered in Cary, NC. They manage $917,891,719 in 3,214 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    918
    MILLION
  • Total Number of Accounts
    3,214
    ACCOUNTS
  • Average Account Value
    $285,592
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, HI, IL, KS, LA, MA, ME, NC, NE, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at Wealthshield Partners, LLC
Showing 1 - 10 of 11 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 16 years of experience in the finance industry.

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 26 years of experience in the finance industry.

3
Philip J. Cawley
CRD#: 1547550
2500 Regency Parkway, Cary, NC 27518

Philip Cawley (CRD# 1547550) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Cary, NC and has over 28 years of experience in the finance industry.

4
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 13 years of experience in the finance industry.

5
Sean A. Hussey
CRD#: 5584142
2500 Regency Parkway, Cary, NC 27518

Sean Hussey (CRD# 5584142) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Cary, NC and has over 15 years of experience in the finance industry.

6
Harry M. Krigman
CRD#: 1210182
2500 Regency Parkway, Cary, NC 27518

Harry Krigman (CRD# 1210182) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Cary, NC and has over 35 years of experience in the finance industry.

7
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 24 years of experience in the finance industry.

8
Norman H. Levesque
CRD#: 5099084
2500 Regency Parkway, Cary, NC 27518

Norman Levesque (CRD# 5099084) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Cary, NC and has over 17 years of experience in the finance industry.

9
Scott J. Lord
CRD#: 2514101
1511 Sunday Drive Suite 214, Raleigh, NC 27607

Scott Lord (CRD# 2514101) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Raleigh, NC and has over 29 years of experience in the finance industry.

10
Daryl T. Stong
CRD#: 3162995
2500 Regency Parkway, Cary, NC 27518

Daryl Stong (CRD# 3162995) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Cary, NC and has over 25 years of experience in the finance industry.

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