Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Harry W
Series 63, Series 65
Greensboro, NC
Cascades Capital Asset Management, LLC
Harry Wellons is a financial advisor at Cascades Capital Asset Management, LLC in Greensboro, NC, holding Series 63 and Series 65 designations with 24 years of industry experience. He has been with Cascades Capital since 2014. Cascades Capital Asset Management serves individuals, trusts, estates, corporations, and retirement plans, providing portfolio management, limited financial planning, and retirement plan consulting. The firm focuses on fundamental research, long-term equity ownership, and diversified portfolios, with approximately $322 million in assets under management.
Barry C
Series 65, Series 66
Greensboro, NC
Cascades Capital Asset Management, LLC
Barry Carpenter is a financial advisor at Cascades Capital Asset Management, LLC in Greensboro, NC, holding Series 65 and Series 66 credentials with 23 years of industry experience. He has been with Cascades Capital since 2013. Cascades Capital Asset Management serves individuals, trusts, estates, corporations, and retirement plans by providing discretionary and non-discretionary portfolio management, limited financial planning, and retirement plan consulting. The firm emphasizes fundamental research, long-term equity ownership, diversification, and ongoing portfolio monitoring, managing approximately $322 million in assets.
Jack R
Series 63, Series 65, Series 66
Wilmington, NC
Cascades Capital Asset Management, LLC
Jack Richardson Jr. is a financial advisor at Cascades Capital Asset Management, LLC with 37 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Cascades since 2018, following five years at LPL Financial. Outside of his advisory role, he has involvement in real estate rental activities. Cascades Capital Asset Management serves individuals, trusts, estates, corporations, and retirement plans, providing portfolio management, limited financial planning, and retirement plan consulting. The firm emphasizes fundamental research, long-term equity ownership, and diversification, with ongoing portfolio monitoring and client-directed trade execution.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters