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Charles Wilson Averre

Hollingsworth Avent Averre & Purvis, P.A.

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About Charles Wilson Averre

Charles Wilson Averre is an Investment Advisor Representative at Hollingsworth Avent Averre & Purvis, P.A. Charles is a registered Investment Advisor in North Carolina and Texas. Charles has been with the firm since January 2010. Charles is a Personal Financial Specialist.

Firm Information

Charles Averre is currently registered with Hollingsworth Avent Averre & Purvis, P.A.. Hollingsworth Avent Averre & Purvis, P.A. is an investment advisor based in Raleigh, NC. They manage approximately $140,492,903 in regulatory assets under management. The firm offers investment advisory services to individuals, businesses, and pension plans.
Hollingsworth Avent Averre & Purvis, P.A.

300 W. MILLBROOK ROAD

RALEIGH, NC 27609

$140.49M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Averre’s Registration & Firm History

NC

09/13/2007 - Present

Hollingsworth Avent Averre & Purvis, P.A. (RALEIGH NC)

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Licenses & Designations

IA

Issued 02/13/1996

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Wilson Averre.
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