North Carolina · 1 advisers
Financial Advisors in Carthage, North Carolina
Looking for a financial advisor in Carthage, North Carolina? Falists indexes 1 SEC-registered and state-registered investment advisers in Carthage — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. Firms in this directory manage up to $2.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
1
With website
0
Largest AUM
$2.1M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Carthage
Ranked by AUM · Fees, team & specialties at a glance
MARK R. LEMMOND CPA, PLLC
Carthage, NC
AUM
$2.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
4 employees
Clients
1-10
Fees
Percentage of AUM; Hourly charges
910-947-6639
Full profileNo website
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Common questions
- How many financial advisors are in Carthage, North Carolina?
- 1 registered investment advisers are listed in our Carthage directory, sourced from public SEC filings.
- What types of advisors are in Carthage?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Carthage?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.