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Danny Joe Wakin

BROYHILL ASSET MANAGEMENT, LLC·LENOIR, North Carolina
Clean recordBROYHILL ASSET MANAGEMENT, LLC
800 GOLFVIEW PARK, LENOIR, NC 28645CRD# 1122217Firm CRD# 120462

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Danny Joe Wakin · LENOIR, NC
Registration
CRD #1122217 · BROYHILL ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Danny Joe Wakin is a registered financial advisor based in LENOIR, North Carolina, affiliated with BROYHILL ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
BROYHILL ASSET MANAGEMENT, LLC
BROYHILL ASSET MANAGEMENT, LLC
AUM
$192M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at BROYHILL ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1122217
Firm CRD# 120462
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Danny Joe Wakin offer?
Danny Joe Wakin specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in LENOIR, North Carolina for a consultation.
What are Danny Joe Wakin's credentials?
Danny Joe Wakin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Danny Joe Wakin located?
Danny Joe Wakin is based in LENOIR, North Carolina, working with BROYHILL ASSET MANAGEMENT, LLC. Their office serves clients in the LENOIR metropolitan area and surrounding communities.
How does Danny Joe Wakin charge for services?
Danny Joe Wakin's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BROYHILL ASSET MANAGEMENT, LLC?
BROYHILL ASSET MANAGEMENT, LLC has approximately 5 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BROYHILL ASSET MANAGEMENT, LLC

Christopher Rocco Pavese
CHARLOTTE, NC
Jeffrey Wayne Clark
LENOIR, NC
Andrea Marie Sefler
CHARLOTTE, NC
Kyle Andrew Minges
CHARLOTTE, NC
Michael Reven Hensen
CHARLOTTE, NC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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