James
Fielding
Carolinas Wealth Consulting LLC
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About this Advisor
James Fielding is a financial advisor working out of Charlotte, North Carolina who has 1 year of relevant experience. Fielding is currently employed by Carolinas Wealth Consulting LLC. During their career, the advisor has held roles at Modera Wealth Management, LLC, Virginia Tech, Secure Fingerprints, Golub Group, Southern Maryland Recycling, Graner Excavating, Northern High School and Carolinas Wealth Consulting LLC. Fielding has a Series 65 license, designating them as an investment advisor representative, and is registered to work in North Carolina. Carolinas Wealth Consulting LLC is a company headquartered in Charlotte, NC. It oversees $1 billion in assets across its 2,547 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 2,547 accounts, 46% belong to high-net-worth clients who have greater than $1 million in investable assets. The advisory firm offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fee types charged by Carolinas Wealth Consulting LLC may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Carolinas Wealth Consulting LLC Brokerage Details
$1,430,864,599
20
2,547
$561,784
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
James has been registered as a financial advisor for 1 years.*
Carolinas Wealth Consulting LLC
Modera Wealth Management, LLC
Secure Fingerprints
Golub Group
Secure Fingerprints
Southern Maryland Recycling
Secure Fingerprints
Graner Excavating
Virginia Tech
Northern High School
*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 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
The content in this profile was updated by SmartAsset on 4/16/2023. 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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