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Carol Ann Mcfate

VERGER CAPITAL MANAGEMENT LLC·WINSTON-SALEM, North Carolina
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751 W. FOURTH ST., WINSTON-SALEM, NC 27101CRD# 4352261Firm CRD# 170125
01

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.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
VERGER CAPITAL MANAGEMENT LLC
VERGER CAPITAL MANAGEMENT
AUM
$2.7B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at VERGER CAPITAL MANAGEMENT LLC →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4352261
Firm CRD# 170125
No disclosures on file
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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Other advisors in WINSTON-SALEM
Michael Andrew Carter — VERGER CAPITAL MANAGEMENT LLCCharles Collett Patton — MIMOSA INVESTMENT MANAGEMENT, LLCRobert Hairston Kluttz — MIMOSA INVESTMENT MANAGEMENT, LLCDavid Wright Dupree — VERGER CAPITAL MANAGEMENT LLCSr. Kenneth Brown — KENSINGTON FINANCIAL GROUP, INC.
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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