Andrew
Basinger

Live Oak Private Wealth, LLC

CRD#5476521
Investment Advisor
in Wilmington, NC

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About this Advisor

Andrew Basinger is a financial advisor based in Wilmington, North Carolina, working with Live Oak Private Wealth, LLC. Andrew has previously held positions at Wells Fargo Advisors LLC and Live Oak Private Wealth, LLC. Andrew has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Andrew is part of Live Oak Private Wealth, LLC, which operates out of Wilmington, North Carolina. The firm has 1 office and 11 employees. The firm manages assets totaling $951.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Live Oak Private Wealth, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1741 Tiburon Drive
Wilmington, NC 28403

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Live Oak Private Wealth, LLC Brokerage Details

Total Assets Under Management

$951,618,167

NC Average: $3,625,019,099
Total Number of Employees

11

NC Average: 22
Total Number of Accounts

1,025

NC Average: 1,917
Average Account Size

$928,408

NC Average: $1,890,985

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
  • Publication of periodicals or newsletters

Andrew Basinger Work History

2018 - Present (6 years)

Live Oak Private Wealth, LLC

2004 - 2018 (14 years)

Wells Fargo Advisors LLC

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Disclosures

Please visit the SEC profile of Andrew Basinger 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 Live Oak Private Wealth, LLC

Amanda Miars
Wilmington, NC
Mary Bolton
Rocky Mount, NC
Daniel Hughes
Wilmington, NC
William Collier
Rocky Mount, NC
Connor Keller
Wilmington, NC
Andrew Basinger
Wilmington, NC
Terry Sapp
Wilmington, NC
John Coleman
Wilmington, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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