![Walter Hutsell, financial advisor Wilmington NC](/img/ws/profile-blank-sq.png)
Walter Hutsell (CRD# 7793311) is an Investment Advisor Representative working at Commonwealth Financial Network 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 |
---|---|---|---|
Pathfinder Wealth Consulting | Wilmington, NC | Jan 2024 - Current | < 1 |
W&s Brokerage | Cincinnati, OH | Aug 2023 - Dec 2023 | < 1 |
Western Southern Life | Wilmington, NC | Jun 2023 - Aug 2023 | < 1 |
Surf City Surf Shop | Wrightsville Beach, NC | May 2018 - Jun 2023 | 5 |
Bmw Of Wilmington | Wilmington, NC | Jul 2021 - May 2022 | < 1 |
Plantation Village | Wilmington, NC | Apr 2019 - Jul 2021 | 2 |
Poe's Tavern | Wrightsville Beach, NC | May 2017 - May 2018 | 1 |
Unemployed Student | Wilmington, NC | Jan 2013 - May 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2023 |
S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- NC
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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