Charles
Averre

Hollingsworth Avent Averre & Purvis, Pa

CRD#2716974
Investment Advisor
in Raleigh, NC

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About this Advisor

Charles Averre is a financial advisor based in Raleigh, North Carolina, working with Hollingsworth Avent Averre & Purvis, Pa. Charles has previously held a position at Hollingsworth Avent Averre & Purvis, P.A. Charles has passed the Series 65 regulatory exam and is registered to provide services in North Carolina and Texas. Currently, Charles is part of Hollingsworth Avent Averre & Purvis, Pa, which operates out of Raleigh, North Carolina. The firm has 3 employees and manages assets totaling $140.5 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Hollingsworth Avent Averre & Purvis, Pa includes asset-based and hourly fees.

Certifications and Registrations

Series 65, Personal Financial Specialist

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

300 W. Millbrook Road
Raleigh, NC 27609

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Hollingsworth Avent Averre & Purvis, Pa Brokerage Details

Total Assets Under Management

$140,492,903

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

3

NC Average: 22
Total Number of Accounts

157

NC Average: 1,917
Average Account Size

$894,859

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Charles Averre Work History

2010 - Present (14 years)

Hollingsworth Avent Averre & Purvis, P.A

Disclosures

Please visit the SEC profile of Charles Averre 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 Hollingsworth Avent Averre & Purvis, Pa

Charles Averre
Raleigh, NC
Tina Purvis
Raleigh, 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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