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William Edward Sugg

LAUREL WEALTH ADVISORS, LLC·CHARLOTTE, North Carolina
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1355 GREENWOOD CLIFF, CHARLOTTE, NC 28204CRD# 4312125Firm CRD# 118469
01

About

William Edward Sugg is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with LAUREL WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LAUREL WEALTH ADVISORS, LLC
LAUREL WEALTH ADVISORS, LLC
AUM
$860M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at LAUREL WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4312125
Firm CRD# 118469
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Edward Sugg offer?
William Edward Sugg specializes in Financial Planning, Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are William Edward Sugg's credentials?
William Edward Sugg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Edward Sugg located?
William Edward Sugg 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 William Edward Sugg charge for services?
William Edward Sugg'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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Nearby cities in North Carolina
RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
RALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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