Wms Advisors, LLC

Wms Advisors, LLC (CRD# 122224) is a financial advisory firm headquartered in Charlotte, NC. They manage $196,113,694 in 334 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
6135 Park South Drive, Suite 510, Charlotte, NC 28210
http://www.facebook.com/wmsadvisors
By the Numbers
  • Total Assets Under Management
    196
    MILLION
  • Total Number of Accounts
    334
    ACCOUNTS
  • Average Account Value
    $587,167
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, FL, MD, NC, SC, TX, VA

Financial Advisors at Wms Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Thomas Maclennan, financial advisor Charlotte NC
Thomas G. Maclennan
CRD#: 5364195
6135 Park South Drive, Suite 510, Charlotte, NC 28210

Thomas Maclennan (CRD# 5364195) is an Investment Advisor Representative working at Wms Advisors, LLC in Charlotte, NC and has over 11 years of experience in the finance industry.

2
Henry Meadows, financial advisor Charlotte NC
Henry S. Meadows
CRD#: 2068114
6135 Park South Drive, Suite 510, Charlotte, NC 28210

Henry Meadows (CRD# 2068114) is an Investment Advisor Representative working at Wms Advisors, LLC in Charlotte, NC and has over 31 years of experience in the finance industry.

3
Timothy Paschall, financial advisor Charlotte NC
Timothy T. Paschall
CRD#: 2180346
6135 Park South Drive, Suite 510, Charlotte, NC 28210

Timothy Paschall (CRD# 2180346) is an Investment Advisor Representative working at Wms Advisors, LLC in Charlotte, NC and has over 32 years of experience in the finance industry.

4
David Williams, financial advisor Charlotte NC
David R. Williams
CRD#: 2373815
6135 Park South Drive, Suite 510, Charlotte, NC 28210

David Williams (CRD# 2373815) is an Investment Advisor Representative working at Wms Advisors, LLC in Charlotte, NC and has over 30 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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