MBL WEALTH, LLC

MBL ADVISORS
CHARLOTTE, North Carolina·5 registered advisors·CRD# 305176
SEC# 801-1175910704-333-8461
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 PlanningInvestment ManagementWealth Management
04

Advisors at MBL WEALTH, LLC

5 registered advisors
Brian Joseph Gift
CHARLOTTE, North Carolina
Jonathan Warner Dry
CHARLOTTE, North Carolina
Luther Amos Lockwood
CHARLOTTE, North Carolina
Stephen Michael Marciniak
CHARLOTTE, North Carolina
William Read Morton
CHARLOTTE, North Carolina
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.