Mary Caroline Shamburg

Sheets Smith Wealth Management

11 Years of Experience

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Sheets Smith Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

411 clients

Average Client Portfolio

$3.0M average

Assets Under Management

$1.2B

Location

120 Club Oaks Court, Suite 200, Winston Salem, NC, 27104-4680

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Sheets Smith Wealth Management

December 2017 - Present · 8 yrs 2 mos

Previous Registrations

Jbj Investment Partners, LLC

April 2015 - July 2017 · 2 yrs 3 mos

Triangle Securities Wealth Management

July 2013 - May 2014 · 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.