Advisor at Orca 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
Orca Wealth Management, LLC
Location
Kitty Hawk, NC 27949
Credentials
Series 63, Series 65
Industry experience
32 years
Fixed fees for consulting services may be negotiated; financial planning fees generally do not exceed $20,000 annually.
$1 - $1,000,000: 0.90% annually $1,000,000.01 - $2,000,000: 0.85% annually $2,000,000.01 - $5,000,000: 0.80% annually $5,000,000.01 - $10,000,000: 0.70% annually Above $10,000,000+: 0.65% annually
Up to $300 per hour for financial planning/consulting services.
Fee-only: Fee-only basis, fees vary by service and may be negotiated.
Orca Wealth Management Llc
2020 - Present (6 years)
Wells Fargo Advisors Financial Network LLC
2010 - Present (16 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
Edward Jones
CFP®, Series 66
Kill Devil Hills, NC
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
CFP®, Series 66
Manteo, NC
Courter Financial, LLC
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