Advisor at Faithward Advisors, 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
Faithward Advisors, LLC
Location
Harbinger, NC 27941
Credentials
Series 66
Industry experience
1 year
Flat fees may be charged for pension consulting based on agreement.
$0 - $250,000: 1.75% $250,000 - $1,000,000: 1.50% $1,000,000 - $3,000,000: 1.25% $3,000,000+: 1.00%
Commission-based compensation earned by representatives registered with Osaic broker/dealer and as insurance agents, separate from advisory fees.
Hourly fees may be charged for pension consulting based on agreement.
Account minimum: No minimum dollar amount required to open and maintain an advisory account; firm may terminate accounts deemed too small to manage effectively.
Osaic Wealth Inc.
2024 - Present (2 years)
Ambassador Advisors
2022 - Present (4 years)
Wells Fargo Adivors
2005 - 2022 (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Nags Head, NC
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Edward Jones
Series 63, Series 66
Kitty Hawk, NC
Edward Jones
CFP®, Series 66
Nags Head, NC
Edward Jones
Series 63, Series 65
Duck, NC
Ferry Capital Management LLC
CFA®
Southern Shores, NC
Strategic Wealth Management Solutions, Llc
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