Paul Anthony is a CFA-designated registered investment advisor at Sheets Smith Wealth Management, based in Winston-Salem, NC, with 21 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 411 clients with $1.2B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
120 Club Oaks Court, Suite 200, Winston-Salem, NC, 27104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is a director at InterActive Cards, a company focused on interactive card technology, since January 2019. He spends minimal time on conference calls and meeting attendance.
Employment History
Current Registrations
Sheets Smith Wealth Management
State Registrations1 state
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