VA
Victoria H. Araj
WEALTHSHIELD PARTNERS
Cary, NC 27518
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CRD#: 7716256
VA
Professional summary
Victoria Handley Araj is a registered financial advisor currently at WEALTHSHIELD PARTNERS, LLC located in Cary, North Carolina.
Victoria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Victoria has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Victoria Handley Araj's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 31, 2024 - Present
WEALTHSHIELD PARTNERS, LLC
Office #1: 2500 Regency Parkway, Cary, NC 27518RIA
CRD#: 169584
Cary, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WP
WEALTHSHIELD PARTNERS, LLC
CARILLON ADVISORS | XARTIS WEALTH ADVISORY GROUP | WEALTHSHIELD PARTNERS, LLC | WEALTHSHIELD PARTNERS | WEALTHSHIELD | WEALTH MANAGEMENT RESOURCES | WEALTH & FINANCIAL ADVOCATES GROUP, LLC | TINKER CAPITAL | ORG PARTNERS ADVISOR GROUP | ORG PARTNERS | ORG PAG | ORBIS WEALTH | MAINE ADVISORS | MADISON OAKS WEALTH PARTNERS | HICKS & ASSOCIATES WEALTH MANAGEMENT | HARBORVIEW INVESTMENTS | HARBORVIEW ADVISORS | GOLDEN PINE ADVISORY | EVERGREEN FINANCIAL SERVICES | EMERALD INVESTMENT PARTNERS, LLC | EMERALD ASSET MANAGEMENT, INC. | CONSTANCE WEALTH ADVISORS | CONSTANCE WEALTH | CENTURY WEALTH ADVISORS | CENTERPOINT FINANCIAL GROUP
CRD#: 169584 / SEC#: 801-78937
RIA
Registered Investment Advisory firm - (12/17/2013 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
North Carolina(7/31/2024)
Exams
Current Firm
WP
WEALTHSHIELD PARTNERS, LLC
CARILLON ADVISORS | XARTIS WEALTH ADVISORY GROUP | WEALTHSHIELD PARTNERS, LLC | WEALTHSHIELD PARTNERS | WEALTHSHIELD | WEALTH MANAGEMENT RESOURCES | WEALTH & FINANCIAL ADVOCATES GROUP, LLC | TINKER CAPITAL | ORG PARTNERS ADVISOR GROUP | ORG PARTNERS | ORG PAG | ORBIS WEALTH | MAINE ADVISORS | MADISON OAKS WEALTH PARTNERS | HICKS & ASSOCIATES WEALTH MANAGEMENT | HARBORVIEW INVESTMENTS | HARBORVIEW ADVISORS | GOLDEN PINE ADVISORY | EVERGREEN FINANCIAL SERVICES | EMERALD INVESTMENT PARTNERS, LLC | EMERALD ASSET MANAGEMENT, INC. | CONSTANCE WEALTH ADVISORS | CONSTANCE WEALTH | CENTURY WEALTH ADVISORS | CENTERPOINT FINANCIAL GROUP
CRD#: 169584 / SEC#: 801-78937
RIA
Registered Investment Advisory firm - (12/17/2013 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2500 Regency Parkway, Cary, NC 27518
Mailing Address
Phone number
(919) 948-4453
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,596 |
| AUM (Assets Under Management) | $ 1,080,417,121 |
Red Flags
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Company Information
WEALTHSHIELD PARTNERS, LLC
CRD#: 169584Cary, NC 27518TRUST BUT VERIFY
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