Laurel Wealth Advisors, LLC
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About this Advisor
William Sugg is a certified financial planner based out of Charlotte, North Carolina, with a total of 11 years of professional experience. Sugg is an advisor for Laurel Wealth Advisors, LLC. Over the course of their career, Sugg has held roles at Apw Capital, Inc, 1St Global Capital Corp, Laurel Wealth Advisors LLC and 1St Global Insurance Services. Sugg maintains Series 63 and Series 66 licenses, designating them as a securities representative, and can work in North Carolina. Laurel Wealth Advisors, LLC is an advisory business headquartered in Charlotte, North Carolina. It has a total of 11 financial advisors. It oversees $446 million in total assets between its 1,314 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm serves five charities and foundations. Of its 1,314 accounts, just 10% are held by high-net-worth individuals who have more than $1 million in investable assets. The company performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice typically depend on the services. However, fee types billed by Laurel Wealth Advisors, LLC likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Laurel Wealth Advisors, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
William Sugg Work History
William has 11 years of experience.
Apw Capital, Inc
1St Global Capital Corp
Laurel Wealth Advisors LLC
1St Global Insurance Services
William Sugg has no disclosures.
Please visit their SEC profile for more details.