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James Blake Tharin

EMERALD ASSET MANAGEMENT, INC.·ROCKY MOUNT, North Carolina
Unclaimed Profile
1701 SUNSET AVENUE, SUITE 302, ROCKY MOUNT, NC 27803CRD# 2187988Firm CRD# 169584
01

About

James Blake Tharin is a registered financial advisor based in ROCKY MOUNT, North Carolina, affiliated with EMERALD ASSET MANAGEMENT, INC.. 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
Nonprofits & Foundations
03

Firm Overview

Firm
WEALTHSHIELD PARTNERS, LLC
WEALTHSHIELD PARTNERS, LLC
AUM
$918M
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at WEALTHSHIELD PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2187988
Firm CRD# 169584
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Blake Tharin offer?
James Blake Tharin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKY MOUNT, North Carolina for a consultation.
What are James Blake Tharin's credentials?
James Blake Tharin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Blake Tharin located?
James Blake Tharin is based in ROCKY MOUNT, North Carolina, working with EMERALD ASSET MANAGEMENT, INC.. Their office serves clients in the ROCKY MOUNT metropolitan area and surrounding communities.
How does James Blake Tharin charge for services?
James Blake Tharin'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 EMERALD ASSET MANAGEMENT, INC.?
EMERALD ASSET MANAGEMENT, INC. has approximately 22 employees and manages $918M 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
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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