Claire
Braun
A4 Wealth Advisors LLC
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About this Advisor
Claire Braun is a financial advisor based in Huntersville, North Carolina, working with A4 Wealth Advisors LLC. Claire has previously held positions at Goldenguard Wealth Management, LLC, Goldenguard Financial, Claire Braun, Breckmountain LLC, A4 Wealth Advisors LLC, World Wide Financial Solutions, LLC Dba A4Insurance Solutions, Gradient Investments, LLC, and C M Braun LLC. Claire has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Claire is part of A4 Wealth Advisors LLC, which operates out of Huntersville, North Carolina. The firm has 2 offices and 5 employees. The firm manages assets totaling $145.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at A4 Wealth Advisors LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
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A4 Wealth Advisors LLC Brokerage Details
$145,298,216
5
1,135
$128,016
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Claire Braun Work History
A4 Wealth Advisors LLC
World Wide Financial Solutions, LLC Dba A4Insurance Solutions
Breckmountain LLC
Gradient Investments, LLC
Goldenguard Financial
C M Braun LLC
Goldenguard Wealth Management, LLC
Claire Braun
Disclosures
Please visit the SEC profile of Claire Braun 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 A4 Wealth Advisors LLC
Huntersville, NC
Huntersville, NC
Huntersville, NC
Huntersville, NC
Huntersville, NC
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