PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC

STATESVILLE, North Carolina·2 registered advisors·CRD# 150266
SEC# 801-1235920704-872-0022
01

Firm Overview

AUM
$119M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC

2 registered advisors
John Gregory Stevenson
STATESVILLE, North Carolina
Shawn Michael Fleming
STATESVILLE, North Carolina
05

Office Locations

STATESVILLE, North Carolina
2 advisors

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Data sourced from SEC Form ADV filings. PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC (CRD# 150266) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.