FIND A ASPIDA FINANCIAL DISTRIBUTORS, LLC FINANCIAL ADVISOR NEAR ME
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CRD#: 322843
BD
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for ASPIDA FINANCIAL DISTRIBUTORS, LLC Comes From
Understanding the Statistics for ASPIDA FINANCIAL DISTRIBUTORS, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
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HNWI
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Breakdown of Assets Under Management
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HNWI
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MISC
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Employees
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Registered
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
8111 Ashlane Way Suite 207, Spring, TX 77382
Mailing Address
2327 Englert Dr, Durham, NC 27713
Firm Size
Small
Phone Number
(804) 698-0696
Established
North Carolina since 06/13/2022
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at ASPIDA FINANCIAL DISTRIBUTORS, LLC
DP
Deirdre Marian Patten
RR
CRD#: 1357509
Location:
New Orleans, LA 70170-1410
Company:
CHAFFE SECURITIES, INC.
Disclosures:
Experience:
41 years
IS
Ivana Marcella Shumberg
RR
CRD#: 3167225
Location:
London, SW3 6RD
Company:
IUR SECURITIES LLC
Disclosures:
Experience:
16 years
KS
Kimberly Stanton
RR
CRD#: 6574919
Location:
Charlotte, NC 28202
Company:
BARNABAS CAPITAL, LLC
Disclosures:
Experience:
10 years
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