GUARDIAN WEALTH ADVISORS, LLC

RALEIGH, North Carolina·7 registered advisors·CRD# 305412
SEC# 801-11812110919-874-1900
01

Firm Overview

AUM
$1.7B
Regulatory assets under management
Employees
38
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at GUARDIAN WEALTH ADVISORS, LLC

7 registered advisors
Christian David Keedy
RALEIGH, North Carolina
David Todd Misenheimer
RALEIGH, North Carolina
CFP
Ervin Randolph Millwood
RALEIGH, North Carolina
CFP
Gregory Thompson Rhinehardt
RALEIGH, North Carolina
Madeleine Carlson Freedland
RALEIGH, North Carolina
Michael Jay Hensley
RALEIGH, North Carolina
Russell Brenton Smith
RALEIGH, North Carolina
05

Office Locations

RALEIGH, North Carolina
7 advisors

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Data sourced from SEC Form ADV filings. GUARDIAN WEALTH ADVISORS, LLC (CRD# 305412) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.