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Meg Michelle George

OLD NORTH STATE WEALTH MANAGEMENT, LLC·WILMINGTON, North Carolina
Clean recordOLD NORTH STATE WEALTH MANAGEMENT, LLC
1985 EASTWOOD ROAD, WILMINGTON, NC 28403CRD# 3252241Firm CRD# 148659

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Meg Michelle George · WILMINGTON, NC
Registration
CRD #3252241 · OLD NORTH STATE WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Meg Michelle George is a registered financial advisor based in WILMINGTON, North Carolina, affiliated with OLD NORTH STATE 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
Introduction

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03

Firm Overview

Firm
OLD NORTH STATE WEALTH MANAGEMENT, LLC
OLD NORTH STATE WEALTH MANAGEMENT, LLC
AUM
$335M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at OLD NORTH STATE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: THIRD PARTY ADVISER FEES
Regulatory
SEC/IARD CRD# 3252241
Firm CRD# 148659
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Meg Michelle George offer?
Meg Michelle George specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILMINGTON, North Carolina for a consultation.
What are Meg Michelle George's credentials?
Meg Michelle George is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Meg Michelle George located?
Meg Michelle George is based in WILMINGTON, North Carolina, working with OLD NORTH STATE WEALTH MANAGEMENT, LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Meg Michelle George charge for services?
Meg Michelle George's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: third party adviser fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OLD NORTH STATE WEALTH MANAGEMENT, LLC?
OLD NORTH STATE WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $335M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OLD NORTH STATE WEALTH MANAGEMENT, LLC

Danielle N Annechiarico
WILMINGTON, NC
Paul Daniel Knott
WILMINGTON, NC

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Nearby cities in North Carolina
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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