Kelly
Lawrence
Noblebridge Wealth
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About this Advisor
Kelly Lawrence is a financial advisor based in Charlotte, North Carolina, working with Noblebridge Wealth. Kelly has previously held positions at Merrill Lynch, Noblebridge Wealth Management, LLC, and Tag Insurance Services. Kelly has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina and South Carolina. Currently, Kelly is part of Noblebridge Wealth, which operates out of Charlotte, North Carolina. The firm has 5 offices and 8 employees. The firm manages assets totaling $160.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Noblebridge Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Noblebridge Wealth Brokerage Details
$160,196,755
8
811
$197,530
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Kelly Lawrence Work History
Noblebridge Wealth Management, LLC
Tag Insurance Services
Merrill Lynch
Disclosures
Please visit the SEC profile of Kelly Lawrence 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 Noblebridge Wealth
Weston, FL
North Caldwell, NJ
Charlotte, NC
Herndon, VA
North Caldwell, NJ
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