Unclaimed Profile

Theodore Ellis Ake

WILLINGDON WEALTH MANAGEMENT LLC·HUNTERSVILLE, North Carolina

Series 7, Series 24, Series 63, Series 65Clean record14 years registeredWILLINGDON WEALTH MANAGEMENT LLC

13801 REESE BOULEVARD, HUNTERSVILLE, NC 28078CRD# 1715634Firm CRD# 129613

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Theodore Ellis Ake · HUNTERSVILLE, NC

Registration

CRD #1715634 · WILLINGDON WEALTH MANAGEMENT LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WILLINGDON WEALTH MANAGEMENT LLC

WILLINGDON WEALTH MANAGEMENT LLC

Mar 2012 – Feb 2020

HUNTERSVILLE, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 19, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WILLINGDON WEALTH MANAGEMENT LLC

CRD 129613 · SEC 801-63624

AUM

$865M

Regulatory assets under management

Employees

2,484 client accounts

Services offered by WILLINGDON WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WILLINGDON WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Theodore Ellis Ake offer?

Theodore Ellis Ake specializes in Financial Planning, Investment Management.

What are Theodore Ellis Ake's credentials?

Theodore Ellis Ake is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Theodore Ellis Ake located?

Theodore Ellis Ake is based in HUNTERSVILLE, North Carolina, last registered with WILLINGDON WEALTH MANAGEMENT LLC.

How does Theodore Ellis Ake charge for services?

Theodore Ellis Ake's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WILLINGDON WEALTH MANAGEMENT LLC?

WILLINGDON WEALTH MANAGEMENT LLC has approximately 12 employees and manages $865M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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