![Thompson Schollaert, financial advisor Wilmington NC](/img/ws/profile-blank-sq.png)
Thompson Schollaert (CRD# 7563385) is an Investment Advisor Representative working at Captrust in Wilmington, NC and has 1 year of experience in the finance industry.
![Walker Abney, financial advisor Wilmington NC](/img/ws/profile-blank-sq.png)
CRD# 5248339
Tilia Fiduciary Partners, Inc.
![Danielle Annechiarico, financial advisor Wilmington NC](/img/ws/profile-blank-sq.png)
CRD# 5582433
Old North State Wealth Management, LLC
![Zachary Ashburn, financial advisor Wilmington NC](/img/ws/profile-blank-sq.png)
CRD# 6431731
Reach Strategic Wealth LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Capfinancial Partners Llc (captrust) | Raleigh, NC | Feb 2023 - Current | 1 |
Pathfinder Wealth Consulting | Wilmington, NC | May 2022 - Dec 2022 | < 1 |
Student | Sewanee, TN | Aug 2013 - May 2022 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- NC
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Total Assets Under Management852,173MILLIONS
-
Total Number of Accounts100,603ACCOUNTS
-
Average Account Value$8,470,653
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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