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LAUREL WEALTH ADVISORS, LLC
LAUREL WEALTH ADVISORS, LLC
CHARLOTTE, North Carolina
·
6 registered advisors
·
CRD# 118469
SEC# 801-69151
0
704-927-4379
01
Firm Overview
AUM
$860M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at LAUREL WEALTH ADVISORS, LLC
6 registered advisors
David William Mcneish
CHARLOTTE, North Carolina
CRD# 4485368
Dustin Marshall Waide
CHARLOTTE, North Carolina
CRD# 2536569
Jennifer Lynn Jones
CHARLOTTE, North Carolina
CRD# 4697951
Mark Stephen Thompson
CHARLOTTE, North Carolina
CRD# 2928571
Timothy Mark Breedlove
CHARLOTTE, North Carolina
CRD# 4485369
William Edward Sugg
CHARLOTTE, North Carolina
CRD# 4312125
05
Office Locations
CHARLOTTE, North Carolina
6 advisors
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Data sourced from SEC Form ADV filings. LAUREL WEALTH ADVISORS, LLC (CRD# 118469) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.