PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC

HENDERSON, North Carolina·1 registered advisor·CRD# 149889
SEC# 801-1085071252-492-8694
01

Firm Overview

AUM
$165M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC

1 registered advisor
Toney Otis Falkner
HENDERSON, North Carolina
05

Office Locations

HENDERSON, North Carolina
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC (CRD# 149889) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.