Laurel Wealth Advisors, LLC
Laurel Wealth Advisors, LLC (CRD# 118469) is a financial advisory firm headquartered in Charlotte, NC. They manage $860,394,851 in 1,387 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management860MILLION
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Total Number of Accounts1,387ACCOUNTS
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Average Account Value$620,328
- 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
FL, GA, LA, NC, NY, PA, SC, TN, TX, VA
Jennifer Jones (CRD# 4697951) is an Investment Advisor Representative working at Laurel Wealth Advisors, LLC in Charlotte, NC and has over 20 years of experience in the finance industry.
William Sugg (CRD# 4312125) is an Investment Advisor Representative working at Laurel Wealth Advisors, LLC in Charlotte, NC and has over 23 years of experience in the finance industry.
Mark Thompson (CRD# 2928571) is an Investment Advisor Representative working at Laurel Wealth Advisors, LLC in Charlotte, NC and has over 26 years of experience in the finance industry.
Dustin Waide (CRD# 2536569) is an Investment Advisor Representative working at Laurel Wealth Advisors, LLC in Charlotte, NC and has over 23 years of experience in the finance industry.