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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Watson Sadler is a financial advisor with Curio Wealth, LLC in Asheville, NC. Jacob Watson Sadler is a Certified Financial Planner with over 10 years of experience in the financial services industry. Jacob Watson Sadler provides financial planning and portfolio management services to individuals and families. Jacob Watson Sadler has a Series 65 license and is registered with the state of North Carolina as an Investment Advisor Representative.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NC
01/02/2024 - Present
Curio Wealth, LLC (ASHEVILLE NC)
IA
Issued 06/25/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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