Gregory Prince (CRD# 7162433) is an Investment Advisor Representative working at Carolinas Wealth Consulting LLC in Charlotte, NC and has over 4 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carolinas Investment Consulting LLC | Charlotte, NC | Nov 2022 - Current | 1 |
| Carolinas Wealth Consulting LLC | Charlotte, NC | Nov 2022 - Current | 1 |
| The Vanguard Group, Inc. | Charlotte, NC | Aug 2019 - Nov 2022 | 3 |
| Clemson University | Clemson, SC | Aug 2015 - May 2019 | 3 |
| Greensboro Baseball LLC | Greensboro, NC | May 2018 - Aug 2018 | < 1 |
| Kernersville Family Ymca | Kernersville, NC | May 2016 - Aug 2017 | 1 |
| Greensboro LLC | Grensboro, NC | May 2016 - Aug 2016 | < 1 |
| Spears Ymca | Greenbsoro, NC | May 2015 - Aug 2015 | < 1 |
| Northwest Guilford High School | Greenbsoro, NC | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- NC
-
Total Assets Under Management1,336MILLIONS
-
Total Number of Accounts1,873ACCOUNTS
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Average Account Value$713,104
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
CA, FL, GA, MA, MD, NC, NJ, NY, OH, SC, TN, TX, VA
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