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TAR RIVER WEALTH PLANNING, LLC
TAR RIVER WEALTH PLANNING, LLC
LOUISBURG, North Carolina
·
3 registered advisors
·
CRD# 328530
SEC# 801-129188
1
919-496-1511
01
Firm Overview
AUM
$329M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at TAR RIVER WEALTH PLANNING, LLC
3 registered advisors
Arturo Ynocencio Casanova Lumpkin
LOUISBURG, North Carolina
CRD# 5373714
James "tripp" Parker Lumpkin
LOUISBURG, North Carolina
CRD# 4565582
Louis Alfred Wheless
LOUISBURG, North Carolina
CRD# 2846202
05
Office Locations
LOUISBURG, North Carolina
3 advisors
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Data sourced from SEC Form ADV filings. TAR RIVER WEALTH PLANNING, LLC (CRD# 328530) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.