AdvisorOS Directory
Claim Profile
AD

Ashley Fuquay Doyle

LUMINA WEALTH MANAGEMENT, LLC·WILMINGTON, North Carolina
Unclaimed Profile
1508 MILITARY CUTOFF ROAD, WILMINGTON, NC 28403CRD# 4191484Firm CRD# 291548
01

About

Ashley Fuquay Doyle is a registered financial advisor based in WILMINGTON, North Carolina, affiliated with LUMINA WEALTH MANAGEMENT, 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
03

Firm Overview

Firm
LUMINA WEALTH MANAGEMENT, LLC
LUMINA WEALTH MANAGEMENT, LLC
AUM
$177M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at LUMINA WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4191484
Firm CRD# 291548
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WILMINGTON?

Browse all registered financial advisors in WILMINGTON, North Carolina or claim this profile if it's yours.

Browse WILMINGTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Ashley Fuquay Doyle offer?
Ashley Fuquay Doyle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILMINGTON, North Carolina for a consultation.
What are Ashley Fuquay Doyle's credentials?
Ashley Fuquay Doyle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ashley Fuquay Doyle located?
Ashley Fuquay Doyle is based in WILMINGTON, North Carolina, working with LUMINA WEALTH MANAGEMENT, LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Ashley Fuquay Doyle charge for services?
Ashley Fuquay Doyle'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 LUMINA WEALTH MANAGEMENT, LLC?
LUMINA WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $177M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WILMINGTON
Terry Webb Sapp — LIVE OAK PRIVATE WEALTH, LLCPaul Stephen King — SEAGATE ADVISER SERVICES LLCSteven Brett Caines — CANAPI ADVISORS, LLCPaul Daniel Knott — OLD NORTH STATE WEALTH MANAGEMENT, LLCMark Arthur Elste — 504 FUND ADVISORS, LLC
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile