A complete list of active advisors currently associated with Ameritrust Investments of North Carolina, LLC

Warmer can help you find a great advisor at Ameritrust Investments of North Carolina, LLC or one who fits your needs even better.

The firm provides discretionary investment supervisory services to individual clients and manages about $5.33 million across roughly 35 client accounts. It prepares an Investment Policy Statement for each client and offers portfolio management across equities, bonds, fixed income, ETFs, government securities, and mutual funds, with no account minimum. The firm documents client goals and risk tolerance in an Investment Policy Statement and conducts quarterly portfolio reviews while exercising discretionary trading authority. Its methods of analysis include charting, fundamental, technical, and cyclical analysis, and its strategies range from long-term to short-term trading and options writing, including uncovered options. A notable feature disclosed in the brochure is that the firm's principal is a licensed insurance agent who may offer commissionable insurance products to clients, a relationship the firm identifies as a potential conflict of interest. The firm also participates in an institutional program with its Schwab custodian that provides research, trading support, and soft-dollar benefits, and it uses block trading and custodian fee-deduction capabilities in managing client accounts.

To learn more about the advisors currently working at Ameritrust Investments of North Carolina, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Glen Barnes	Fayetteville, NC	15

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