Paula Roark is a registered investment advisor at Solaris Strategic Wealth, based in Charlotte, NC, with 1 years of industry experience. Paula operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Solaris Strategic Wealth's investment advisory fees are a percentage of the value of your investments. The annual fee will not exceed 1.30%. This fee does not include any platform provider, sub advisor, or model manager fees. Fees are negotiable and based on the size and complexity of the account. Fees are billed monthly, based on the average daily balance of your account.
Location
11121 Carmel Commons Blvd, Suite 355, Charlotte, NC, 28226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Paula operates under two DBAs for her LPL business: Money Counts and Solaris Strategic Wealth. Both activities are investment-related and take up Paula's full-time commitment.
Employment History
Current Registrations
Solaris Strategic Wealth
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.