Harry
Krigman
Wealthshield Partners, LLC
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About this Advisor
Harry Krigman is a financial advisor based in Cary, North Carolina with 2 years of industry experience. Krigman is an advisor for Wealthshield Partners, LLC. Their career trajectory has included roles at Cantella & Co., Inc, Kovack Securities, Inc, Harborview Advisors, LLC and Wealthshield Partners LLC. Krigman has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to advise clients in Maine. Wealthshield Partners, LLC is a financial advisory firm operating out of Cary, NC. The company has offices in nine locations and a total of 29 financial advisors. It controls $902 million in assets among its 1,129 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm serves one charities and foundations. Of its 1,129 client accounts, 16% belong to high-net-worth individuals who have more than $1 million in investable assets. Wealthshield Partners, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fees charged by Wealthshield Partners, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthshield Partners, LLC Brokerage Details
$901,663,737
29
1,129
$798,639
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Harry Krigman Work History
Harry has been registered as a financial advisor for 2 years.*
Wealthshield Partners LLC
Kovack Securities, Inc
Harborview Advisors, LLC
Cantella & Co., Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Harry Krigman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthshield Partners, LLC
Cary, NC
Cary, NC
Cary, NC
Raleigh, NC
Cary, NC
Raleigh, NC
Chatham, NJ
Greenville, SC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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