Wartner Edith (CRD# 6024349) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has over 11 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Suntrust Bank | Mooresville, NC | Nov 2016 - Current | 7 |
| Suntrust Advisory Services LLC | Mooresville, NC | Nov 2016 - Current | 7 |
| Private Client Services LLC | Louisville, KY | Apr 2012 - Nov 2016 | 4 |
| Strategic Investment Advisors | Albemarle, NC | Jan 2012 - Nov 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2012 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2017 |
- NC
- TX
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
-
Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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