Advisor at Northside Group Wealth Management, 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
Northside Group Wealth Management, LLC
Location
Mount Airy, NC 27030
Credentials
CFP®, Series 63, Series 65
Industry experience
20 years
$1 - $250,000: 2.00% $250,000 - $1,500,000: 1.50% $1,500,000+: 1.00%
Commissions may be earned from insurance products sold by affiliated insurance agent.
Financial planning services charged at $150 per hour, negotiable.
Minimum fee: A flat dollar amount fee may apply, billed quarterly in advance, not to exceed 2% of the aggregate account balance. Fee-only: Hourly fees for financial planning services at $150 per hour, negotiable.
Northside Group Wealth Management, LLC
2017 - Present (9 years)
Zachary Stan Smith dba Northside Wealth Management
2010 - 2017 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Pilot Mountain, NC
Edward Jones
Series 66
Mount Airy, NC
Edward Jones
CFP®, Series 63, Series 65, Series 66
Dobson, NC
Edward Jones
Series 63, Series 66
Mount Airy, NC
Edward Jones
Series 66
Dobson, NC
Edward Jones
Series 66
Mt Airy, NC
Edward Jones
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