Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
15 years
Location
Stovall, NC
Private Client Services, LLC
Multi-team
Sabine Stovall is a financial advisor with Private Client Services, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with Private Client Services since 2011 and also has a long-standing career as a model and talent professional. Outside of advising, she serves as a director and secretary for Friends of Prospect Parks, a nonprofit focused on park preservation in Louisville, KY. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, and institutions. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.
Based on Private Client Services, LLC
Based on Private Client Services, LLC
Financial Planning fixed fees typically range from $250 to $25,000; Consulting Services fixed fees typically range from $250 to $5,000
$25,000 - $249,999: 2.00% $250,000 - $499,999: 1.75% $500,000 - $999,999: 1.50% $1,000,000+: 1.25%
Separate commission-based arrangement available through supervised persons registered as registered representatives of PCS broker-dealer
Financial Planning and Consulting Services hourly fees range from $100 to $500 per hour
Consulting Services may be offered on subscription basis with fees varying depending on subscription selected
Account minimum: $25,000 Fee-only: Financial Planning fees: $100 to $500 per hour; fixed fees $250 to $25,000; Consulting Services fees: $100 to $500 per hour; fixed fees $250 to $5,000; some consulting services on subscription basis with fees varying by subscription
Stovall, NC
Stovall NC
Advisors at this office
1
Kentucky · North Carolina
15 years of industry experience
Private Client Service LLC
2011 - Present • 15 years
Louisville, KY
Cosmo Model & Talent
2006 - Present • 20 years
Louisville, KY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A formal proceeding by a regulator, such as the SEC, FINRA or a state securities agency, over investment-related rules.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Clarksville, VA
Boelte O'Hara Wealth Management
Kristine Boelte is a CFP® with 24 years of industry experience, currently serving as a partner at Boelte O'Hara Wealth Management. Her prior roles include positions at Purshe Kaplan Sterling Investments and Summit Brokerage Services. She also provides fixed insurance advice as an insurance agent. Boelte O'Hara Wealth Management serves individuals, families, and high-net-worth clients with asset management, financial planning, estate planning, and qualified plan consulting. The firm combines fundamental and technical analysis in its investment approach and emphasizes documented client goals and regular portfolio reviews.
Series 65
Henderson, NC
Private Wealth Management of North Carolina LLC
Matthew Woodlief is a financial advisor at Private Wealth Management of North Carolina LLC with 14 years of industry experience. He has been with Private Wealth Management since 2011 and holds a Series 65 designation. Outside of advisory work, he is a managing member of Six Forks and Wind Chime LLC, a real estate-related business. Private Wealth Management of North Carolina provides discretionary investment management, financial planning, and consulting services to a range of clients including individuals, families, trusts, and institutions. The firm employs a diversified asset-allocation strategy with strategic and tactical adjustments and sponsors a wrap fee program with a multimillion-dollar qualification threshold.
ChFC®, Series 63, Series 65
Henderson, NC
Private Wealth Management of North Carolina LLC
Richard Speers is a financial advisor at Private Wealth Management of North Carolina LLC with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Private Wealth Management of North Carolina in 2010, he has been involved in tax and management consulting as managing member of Choplin, Harp & Speers, LLC, and serves on the board of Velleros, Inc., a telecommunications company. Additionally, he is a member of the board of directors for the North Carolina State University Endowment Fund. Private Wealth Management of North Carolina provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, retirement plans, corporations, charitable foundations, and pension plans. The firm follows a diversified asset-allocation strategy with both strategic and tactical adjustments and sponsors a wrap fee program with a multimillion-dollar qualification threshold.
PFS™, Series 66
Oxford, NC
The Wealth Group, Ltd
Leonard Creech is a financial advisor at The Wealth Group, Ltd. in Oxford, NC, holding the PFS™ and Series 66 designations with 26 years of industry experience. He has been with The Wealth Group, Ltd. since 2011 and has also worked at Capital Investment Group, Inc. since 1999. The Wealth Group, Ltd. provides wealth analysis, financial planning, and portfolio management services to individuals, high net worth clients, trusts, corporations, and charitable organizations. The firm manages approximately $289 million for about 425 clients using a contrarian/value investment approach combined with access to external money managers.
Series 63, Series 65
Henderson, NC
Private Wealth Management of North Carolina LLC
Toney Falkner III is a financial advisor with Private Wealth Management of North Carolina LLC in Raleigh, NC. He holds Series 63 and Series 65 credentials and has 24 years of industry experience. He has been with Private Wealth Management of North Carolina since 2009. Outside of advising, he is a managing member of a real estate-related LLC. Private Wealth Management of North Carolina provides discretionary investment management, financial planning, and consulting services to a range of clients including high-net-worth individuals, families, trusts, and pension plans. The firm employs a diversified asset-allocation strategy with strategic and tactical adjustments and sponsors a wrap fee program for qualifying accounts.
Series 63, Series 65
Henderson, NC
Capital Analysts
Phillip Burnette is a financial advisor with Capital Analysts in Henderson, NC, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has worked with Lincoln Investment since 2010 and Aag Securities since 1997. Burnette is also president and owner of The Burnette Financial Group, Inc., which specializes in the sale and service of insurance products including group health, life, dental, and disability insurance. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through both discretionary in-house teams and non-discretionary advisor-managed and third-party solutions, utilizing proprietary screening and tax-aware strategies.
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