James
Fielding
Carolinas Wealth Consulting LLC
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About this Advisor
James Fielding is a financial advisor based in Charlotte, North Carolina, working with Carolinas Wealth Consulting LLC. James has previously held positions at Modera Wealth Management, LLC, Virginia Tech, Secure Fingerprints, Golub Group, Southern Maryland Recycling, Graner Excavating, Northern High School, Carolinas Wealth Consulting LLC, and Carolinas Investment Consulting, LLC. James has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, James is part of Carolinas Wealth Consulting LLC, which operates out of Charlotte, North Carolina. The firm has 18 employees and manages assets totaling $1.3 billion. The firm serves a variety of clients, including 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, and selection of other advisers. The fee structure at Carolinas Wealth Consulting LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Carolinas Wealth Consulting LLC Brokerage Details
$1,335,643,108
18
1,873
$713,104
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
James Fielding Work History
Carolinas Wealth Consulting LLC
Carolinas Investment Consulting, LLC
Modera Wealth Management, LLC
Secure Fingerprints
Golub Group
Secure Fingerprints
Southern Maryland Recycling
Secure Fingerprints
Graner Excavating
Virginia Tech
Northern High School
Disclosures
Please visit the SEC profile of James Fielding 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 Carolinas Wealth Consulting LLC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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