Erin
Fowlkes
Smith Salley Wealth Management
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About this Advisor
Erin Fowlkes is a financial advisor operating out of Greensboro, North Carolina, with 1 year of relevant experience. Fowlkes is an employee of Smith Salley Wealth Management. Fowlkes has gained experience at Dmj Wealth Advisors, LLC, Smith, Salley & Associates, LLC and Beacon Pointe Advisors, LLC. Fowlkes has a Series 65 license, designating them as an investment advisor representative, and can serve investors in North Carolina. Smith Salley Wealth Management is a financial advisory company that has its headquarters in Greensboro, NC. It has offices in two locations and a total of 17 advisors. It controls $3 billion in total assets among its 2,136 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to six charities and foundations. Of its 2,136 client accounts, 48% are associated with high-net-worth clients who have more than $1 million in investable assets. The firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management depend on which services the firm provides the client. However, fees billed by Smith Salley Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Smith Salley Wealth Management Brokerage Details
$2,709,592,506
17
2,136
$1,268,536
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Erin Fowlkes Work History
Erin has been registered as a financial advisor for 1 years.*
Smith, Salley & Associates, LLC
Beacon Pointe Advisors, LLC
Dmj Wealth Advisors, LLC
Dmj Wealth Advisors, LLC
Dmj Wealth Advisors, LLC
Dmj Wealth Advisors, LLC
*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 Erin Fowlkes 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 Smith Salley Wealth Management
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
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