Wealthshield Partners, LLC
Wealthshield Partners, LLC (CRD# 169584) is a financial advisory firm headquartered in Cary, NC. They manage $917,891,719 in 3,214 accounts and serve the financial needs of clients across 23 states (or territories).
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Total Assets Under Management918MILLION
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Total Number of Accounts3,214ACCOUNTS
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Average Account Value$285,592
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CT, FL, GA, HI, IL, KS, LA, MA, ME, NC, NE, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI
Mark Bare (CRD# 5377749) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Pinehurst, NC and has over 16 years of experience in the finance industry.
Kenneth Bollinger (CRD# 2461770) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Cary, NC and has over 26 years of experience in the finance industry.
Philip Cawley (CRD# 1547550) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Cary, NC and has over 29 years of experience in the finance industry.
Stuart Gay (CRD# 5782347) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Raleigh, NC and has over 13 years of experience in the finance industry.
Sean Hussey (CRD# 5584142) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Cary, NC and has over 15 years of experience in the finance industry.
Harry Krigman (CRD# 1210182) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Cary, NC and has over 35 years of experience in the finance industry.
Robert Leggett (CRD# 3192764) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Cary, NC and has over 25 years of experience in the finance industry.
Norman Levesque (CRD# 5099084) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Cary, NC and has over 18 years of experience in the finance industry.
Scott Lord (CRD# 2514101) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Raleigh, NC and has over 29 years of experience in the finance industry.
Daryl Stong (CRD# 3162995) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Cary, NC and has over 25 years of experience in the finance industry.