Charlotte, NC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$10,264,285,356
ClientsTotal clients
12,426
AdvisorsAdvisors at this office
3
Of 250 advisors across 167 offices
Location
Charlotte NC
Advisors at this office
3
Advisors at this office
Peter H
CFP®, Series 65
Charlotte, NC
Advisory Services Network
Peter Hunt is a CFP® and Series 65 credentialed financial advisor with 17 years of industry experience. He is currently with Advisory Services Network, where he has worked since 2025, following five years at Exencial Wealth Advisors and eleven years at Willingdon Wealth Management. Hunt is also the owner and managing member of Rock Harbor WM, LLC, a service company supporting his financial services practice. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.
Carter C
Series 65
Charlotte, NC
Advisory Services Network
Carter Collins is a financial advisor at Advisory Services Network with a Series 65 credential and one year of industry experience. He previously worked at DSP Wealth Strategies and Trading Composure. Outside of his advisory roles, he works as a gym attendant at Ballantyne Country Club in Charlotte, NC. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with a range of investment strategies and implementation options.
Peyton P
Series 65
Charlotte, NC
Advisory Services Network
Peyton Pounds is a financial advisor with Advisory Services Network and holds a Series 65 designation. Pounds has experience working with multiple firms since 2021, including Adhesion Wealth, SilverRock Wealth, and Williams Wealth Advisors. Outside of finance, Pounds has worked in restaurant cleaning services. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment consulting, and other services, managing approximately $8.6 billion in client assets.
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