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CRD#: 323456
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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 CLEANSOURCE SECURITIES Comes From
Understanding the Statistics for CLEANSOURCE SECURITIES and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
1942 East 7th Street Sutie 350, Charlotte, NC 28204
Mailing Address
1942 East 7th Street Suite 350, Charlotte, NC 28204
Firm Size
Small
Phone Number
(704) 271-9889
Established
North Carolina since 08/04/2022
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 CLEANSOURCE SECURITIES
SS
Shannon Gerald Smith
RR
CRD#: 1738201
Location:
Charlotte, NC 28204
Company:
CLEANSOURCE SECURITIES
Disclosures:
Experience:
30 years
MB
Marlon Christopher Bevaun
RR
CRD#: 6259795
Location:
Newton, MA 02467
Company:
CBC SECURITIES, INC.
Disclosures:
Experience:
11 years
MS
Michael John Soforic
RR
CRD#: 6817913
Location:
Charlotte, NC 28204
Company:
CLEANSOURCE SECURITIES
Disclosures:
Experience:
8 years
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