Andrew
Basinger
Live Oak Private Wealth, LLC
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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
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Fee Structure
Office Location
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Live Oak Private Wealth, LLC Brokerage Details
$951,618,167
11
1,025
$928,408
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
Live Oak Private Wealth, LLC
Wells Fargo Advisors LLC
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
Wilmington, NC
Rocky Mount, NC
Wilmington, NC
Rocky Mount, NC
Wilmington, NC
Wilmington, NC
Wilmington, NC
Wilmington, NC
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