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).
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Total Assets Under Management196MILLION
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Total Number of Accounts334ACCOUNTS
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Average Account Value$587,167
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
DC, FL, MD, NC, SC, TX, VA
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.
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.
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.
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.