PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC of STATESVILLE, NC is an SEC-registered investment adviser (CRD 150266). Regulatory assets under management: $136.2M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| John Gregory Stevenson | FOUNDER/MANAGING MEMBER | — |
| Shawn Michael Fleming | DIRECTOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| STEVENSON JOHN GREGORY | FOUNDER/MANAGING MEMBER | — |
| FLEMING SHAWN MICHAEL | CHIEF COMPLIANCE OFFICER; DIRECTOR/CHIEF COMPLIANCE OFFICER; DIRECTOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |