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Caroline Mcalister Leggett

WEALTHSHIELD PARTNERS, LLC·CARY, North Carolina
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2500 REGENCY PARKWAY, CARY, NC 27518CRD# 7352874Firm CRD# 169584
01

About

Caroline Mcalister Leggett is a registered financial advisor based in CARY, North Carolina, affiliated with WEALTHSHIELD PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
WEALTHSHIELD PARTNERS, LLC
WEALTHSHIELD PARTNERS, LLC
AUM
$918M
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at WEALTHSHIELD PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7352874
Firm CRD# 169584
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Caroline Mcalister Leggett offer?
Caroline Mcalister Leggett specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CARY, North Carolina for a consultation.
What are Caroline Mcalister Leggett's credentials?
Caroline Mcalister Leggett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Caroline Mcalister Leggett located?
Caroline Mcalister Leggett is based in CARY, North Carolina, working with WEALTHSHIELD PARTNERS, LLC. Their office serves clients in the CARY metropolitan area and surrounding communities.
How does Caroline Mcalister Leggett charge for services?
Caroline Mcalister Leggett's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHSHIELD PARTNERS, LLC?
WEALTHSHIELD PARTNERS, LLC has approximately 22 employees and manages $918M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CARY
Stephen Drew Simpson — VERATIS ADVISORS, INC.Peggy Highsmith Brinn — VERATIS ADVISORS, INC.Lance Lyle Clark — SYNOBIS ADVISORS, INC.Robert Alexander Leggett — WEALTHSHIELD PARTNERS, LLCThomas J. Geraghty — STONEGATE WEALTH MANAGEMENT, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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