Best Investors Account Sign in

SOFI WEALTH LLC

4064 Colony Road, CHARLOTTE, NC 28211

Claim This Location
Registered Advisors 1
Name
Jami Liebl
Claim This Location
Address
Street4064 Colony Road
CityCHARLOTTE
StateNC
ZIP28211
CountryUnited States
Firm
SOFI WEALTH LLC
Legal NameSOFI WEALTH LLC
SEC #801-78185
CRD #167958
RegionSFRO
UmbrellaN

Other Firms

CARDINAL COMPANIES, LLC
VALMARK ADVISERS, INC.
BLUEPRINT FINANCIAL ADVISORS
MIAI, INC.
LAUREL WEALTH ADVISORS, LLC
IMPACT PARTNERSHIP WEALTH, LLC
CONCURRENT INVESTMENT ADVISORS, LLC
UNITED CAPITAL FINANCIAL ADVISORS

Other Investors

EDWIN BRUTON PEACOCK
BRIAN JOHN VERSEY
David L Rogers
MICHAEL L ALLISON
Graham Andrew Jones
JEFFREY MARLIN PHILLIPS
WILLIAM BRADLEY SMITH
BRYAN CARSON WOODELL

Other Offices

CARDINAL COMPANIES, LLC · CHARLOTTE, NC
VALMARK ADVISERS, INC. · Charlotte, NC
BLUEPRINT FINANCIAL ADVISORS · CHARLOTTE, NC
BLUEPRINT FINANCIAL ADVISORS · Charlotte, NC
MIAI, INC. · Charlotte, NC
LAUREL WEALTH ADVISORS, LLC · CHARLOTTE, NC
IMPACT PARTNERSHIP WEALTH, LLC · Charlotte, NC
CONCURRENT INVESTMENT ADVISORS, LLC · Charlotte, NC

More in CHARLOTTE, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Get in touch with this office