Wellness Financial Associates LLC

Wellness Financial Associates LLC (CRD# 171902) is a financial advisory firm headquartered in Cary, NC. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2500 Regency Parkway, Cary, NC 27518
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Wellness Financial Associates LLC
Showing 1 - 1 of 1 top financial advisors.
1
Charles Galt, financial advisor Cary NC
Charles Galt
CRD#: 2052634
2500 Regency Parkway, Cary, NC 27518

Charles Galt (CRD# 2052634) is an Investment Advisor Representative working at Wellness Financial Associates LLC in Cary, NC and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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