Nargiz
Kambarova
Carolinas Wealth Consulting LLC
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About this Advisor
Nargiz Kambarova is a financial advisor working in Charlotte, North Carolina who has 4 years of relevant experience. Kambarova currently works for Carolinas Wealth Consulting LLC. Their career trajectory has included roles at Carolinas Investment Consulting LLC, Wingate University, Personal Home Care Of Carolinas, Merrill Lynch, Pierce, Fenner & Smith Inc, Bofa Securities, Inc and Carolinas Wealth Consulting LLC. Kambarova holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina. Carolinas Wealth Consulting LLC is a company operating out of Charlotte, NC. It handles $1 billion in assets under management between its 2,547 accounts, placing it among the largest investment advisory firms in the nation by assets under management. Of its 2,547 accounts, 46% are held by high-net-worth clients who have at least $1 million in assets available to invest. Carolinas Wealth Consulting LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice usually depend on which services the firm provides the client. However, fee types billed 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
Nargiz Kambarova Work History
Nargiz has been registered as a financial advisor for 4 years.*
Carolinas Wealth Consulting LLC
Carolinas Investment Consulting LLC
Bofa Securities, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Carolinas Investment Consulting LLC
Personal Home Care Of Carolinas
Wingate University
*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 Nargiz Kambarova 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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