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Dustin Marshall Waide

LAUREL WEALTH ADVISORS, LLC·CHARLOTTE, North Carolina
Series 65Clean record24 years registeredLAUREL WEALTH ADVISORS, LLC
1355 GREENWOOD CLIFF, CHARLOTTE, NC 28204CRD# 2536569Firm CRD# 118469

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dustin Marshall Waide · CHARLOTTE, NC
Registration
CRD #2536569 · LAUREL WEALTH ADVISORS, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

LAUREL WEALTH ADVISORS, LLC
May 2011 – present
WEDGE CAPITAL MANAGEMENT LLP
Dec 2001 – Sep 2009
CHARLOTTE, NC
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 31, 2001
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LAUREL WEALTH ADVISORS, LLC
CRD 118469 · SEC 801-69151
AUM
$860M
Regulatory assets under management
Employees
9
1,387 client accounts
Services offered by LAUREL WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LAUREL WEALTH ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Dustin Marshall Waide offer?
Dustin Marshall Waide specializes in Financial Planning, Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Dustin Marshall Waide's credentials?
Dustin Marshall Waide is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dustin Marshall Waide located?
Dustin Marshall Waide is based in CHARLOTTE, North Carolina, working with LAUREL WEALTH ADVISORS, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Dustin Marshall Waide charge for services?
Dustin Marshall Waide'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 LAUREL WEALTH ADVISORS, LLC?
LAUREL WEALTH ADVISORS, LLC has approximately 9 employees and manages $860M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LAUREL WEALTH ADVISORS, LLC

Mark Stephen Thompson
CHARLOTTE, NC
Jennifer Lynn Jones
CHARLOTTE, NC
William Edward Sugg
CHARLOTTE, NC
CFP

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Research
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