PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC
Tel: 704-872-0022 211 South Center Street Suite 417 Statesville, North Carolina 28677
About PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC
PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC is a Statesville, North Carolina based financial advisory firm with nearly $118,982,199 in assets under management and provides investment advisory services for 62 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
150266
Firm SEC#:
801-123592
Assets Under Management:
$118,982,199
No. of Clients:
62
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
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