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Arturo Ynocencio Casanova Lumpkin

TAR RIVER WEALTH PLANNING, LLC·LOUISBURG, North Carolina
Clean recordTAR RIVER WEALTH PLANNING, LLC
109 N MAIN ST, LOUISBURG, NC 27549-9998CRD# 5373714Firm CRD# 328530

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Arturo Ynocencio Casanova Lumpkin · LOUISBURG, NC
Registration
CRD #5373714 · TAR RIVER WEALTH PLANNING, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Arturo Ynocencio Casanova Lumpkin is a registered financial advisor based in LOUISBURG, North Carolina, affiliated with TAR RIVER WEALTH PLANNING, 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
Introduction

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03

Firm Overview

Firm
TAR RIVER WEALTH PLANNING, LLC
TAR RIVER WEALTH PLANNING, LLC
AUM
$329M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at TAR RIVER WEALTH PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5373714
Firm CRD# 328530
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Arturo Ynocencio Casanova Lumpkin offer?
Arturo Ynocencio Casanova Lumpkin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOUISBURG, North Carolina for a consultation.
What are Arturo Ynocencio Casanova Lumpkin's credentials?
Arturo Ynocencio Casanova Lumpkin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Arturo Ynocencio Casanova Lumpkin located?
Arturo Ynocencio Casanova Lumpkin is based in LOUISBURG, North Carolina, working with TAR RIVER WEALTH PLANNING, LLC. Their office serves clients in the LOUISBURG metropolitan area and surrounding communities.
How does Arturo Ynocencio Casanova Lumpkin charge for services?
Arturo Ynocencio Casanova Lumpkin'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 TAR RIVER WEALTH PLANNING, LLC?
TAR RIVER WEALTH PLANNING, LLC has approximately 9 employees and manages $329M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TAR RIVER WEALTH PLANNING, LLC

Louis Alfred Wheless
LOUISBURG, NC
James "tripp" Parker Lumpkin
LOUISBURG, 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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