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MBL WEALTH, LLC
MBL WEALTH, LLC
MBL ADVISORS
CHARLOTTE, North Carolina
·
5 registered advisors
·
CRD# 305176
SEC# 801-117591
0
704-333-8461
01
Firm Overview
AUM
$946M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MBL WEALTH, LLC
5 registered advisors
Brian Joseph Gift
CHARLOTTE, North Carolina
CRD# 4990938
Jonathan Warner Dry
CHARLOTTE, North Carolina
CRD# 4629167
Luther Amos Lockwood
CHARLOTTE, North Carolina
CRD# 2082331
Stephen Michael Marciniak
CHARLOTTE, North Carolina
CRD# 2974790
William Read Morton
CHARLOTTE, North Carolina
CRD# 6196579
05
Office Locations
CHARLOTTE, North Carolina
5 advisors
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Data sourced from SEC Form ADV filings. MBL WEALTH, LLC (CRD# 305176) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.