Unclaimed Profile

Carol Ann Mcfate

VERGER CAPITAL MANAGEMENT LLC·WINSTON-SALEM, North Carolina

Clean recordVERGER CAPITAL MANAGEMENT LLC

751 W. FOURTH ST., WINSTON-SALEM, NC 27101CRD# 4352261Firm CRD# 170125

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carol Ann Mcfate · WINSTON-SALEM, NC

Registration

CRD #4352261 · VERGER CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Carol Ann Mcfate is a registered financial advisor based in WINSTON-SALEM, North Carolina, affiliated with VERGER CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

VERGER CAPITAL MANAGEMENT LLC

VERGER CAPITAL MANAGEMENT

AUM

$2.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at VERGER CAPITAL MANAGEMENT LLC →

Services

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4352261

Firm CRD# 170125

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carol Ann Mcfate offer?

Carol Ann Mcfate specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WINSTON-SALEM, North Carolina for a consultation.

What are Carol Ann Mcfate's credentials?

Carol Ann Mcfate is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carol Ann Mcfate located?

Carol Ann Mcfate is based in WINSTON-SALEM, North Carolina, working with VERGER CAPITAL MANAGEMENT LLC. Their office serves clients in the WINSTON-SALEM metropolitan area and surrounding communities.

How does Carol Ann Mcfate charge for services?

Carol Ann Mcfate's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERGER CAPITAL MANAGEMENT LLC?

VERGER CAPITAL MANAGEMENT LLC has approximately 16 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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