Advisor at Private Wealth Management of North Carolina LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Private Wealth Management of North Carolina LLC
Location
Henderson, NC 27536
Credentials
ChFC®, Series 63, Series 65
Industry experience
23 years
Richard Speers is a financial advisor at Private Wealth Management of North Carolina LLC with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Private Wealth Management of North Carolina in 2010, he has been involved in tax and management consulting as managing member of Choplin, Harp & Speers, LLC, and serves on the board of Velleros, Inc., a telecommunications company. Additionally, he is a member of the board of directors for the North Carolina State University Endowment Fund. Private Wealth Management of North Carolina provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, retirement plans, corporations, charitable foundations, and pension plans. The firm follows a diversified asset-allocation strategy with both strategic and tactical adjustments and sponsors a wrap fee program with a multimillion-dollar qualification threshold.
Based on Private Wealth Management of North Carolina LLC
Based on Private Wealth Management of North Carolina LLC
up to 1.00% annually
Up to $500/hour for financial planning and consulting services, negotiable
Account minimum: $1,000 Fee-only: Financial planning and consulting fees up to $500/hour, negotiable
129 W. Belle Street
Henderson, NC 27536
North Carolina · Texas
Private Wealth Management Of North Carolina
2010 - Present (16 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Henderson, NC
Private Wealth Management of North Carolina LLC
PFS™, Series 66
Oxford, NC
The Wealth Group, Ltd
Series 63, Series 65
Henderson, NC
Private Wealth Management of North Carolina LLC
Series 63, Series 65
Oxford, NC
Credit Union Investment Services
Series 63, Series 65
Stovall, NC
Private Client Services, LLC
Series 63, Series 65
Henderson, NC
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