Greensboro, NC 806 Green Valley Rd. Office

James Carlson is a financial advisor at Wedbush Securities Inc. in Greensboro, NC, holding a Series 66 designation with 26 years of industry experience. His career includes 15 years at UBS Financial Services and multiple roles at Morgan Stanley over a decade. He serves on the National Advisory Council for Southern Virginia University. Wedbush Securities provides a range of investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering wealth management, fixed income, commodities, and capital markets solutions. The firm’s financial consultants tailor portfolio strategies to client objectives while Wedbush administers multiple managed account offerings and provides institutional research and trade execution services.

Kevin Herron Jr. is a CFP® professional with 11 years of industry experience, currently with Wedbush Securities Inc. since 2026. Prior to joining Wedbush, he spent 10 years at UBS Financial. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, supporting both discretionary and non-discretionary portfolio management.

Joel Funderburk is a financial advisor with Wedbush Securities Inc. and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, including 27 years at UBS Financial Services prior to joining Wedbush in 2024. His outside business activities include a partnership interest in SURFSIDE LLC, a real estate holding entity. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a wide range of wealth management and capital markets services, including discretionary and non-discretionary portfolio management.

Sherry Malone is a financial advisor at Wedbush Securities Inc. with 25 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 15 years. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management and capital markets solutions. The firm offers both discretionary and non-discretionary portfolio management and provides custodial, clearing, and prime services alongside commodities and securities lending activities.

Patricia Blair is a CFP® with 16 years of industry experience and is currently affiliated with Wedbush Securities Inc. in Greensboro, NC. She previously worked at UBS Financial Services Inc. for ten years and Wells Fargo Clearing for two years. Outside of her advisory role, she has community involvement as a coach with Winston Salem Forsyth County Schools and participates in a family-owned coffee shop business where she assists with operations and customer service. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, capital markets, and research, with a focus on tailoring portfolio strategies to client objectives and risk tolerances.