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WMS Advisors, LLC
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WMS Advisors, LLC

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About Us

  • Firm at a Glance
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  • Paschall & Associates
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Office Locations

6135 Park South Drive, Suite 510
Charlotte, North Carolina 28210

250 South New Hope Road, Suite D2
Gastonia, North Carolina 28054

General Information:
301-294-7804

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ADV Part 2A

ADV Part 3

  1. PKS Form CRS

Disclaimers

 

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Investment Advisory Services offered through WMS Advisors, LLC. Purshe Kaplan Sterling Investments and WMS Advisors are not affiliated companies. Securities and Investment Advisory Services offered at 6135 Park South Drive, Suite 510, Charlotte NC 28210. Investments through PKS or WMS are:
NOT FDIC INSURED
NOT BANK GUARANTEED
MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL
NOT INSURED BY ANY STATE OR FEDERAL AGENCY

Form CRS Link: https://www.pksinvest.com/regbidisclosures/

All investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. WMS Advisors, LLC (“WMS”) is a registered investment adviser with the Securities and Exchange Commission.  Registration does not imply a certain level of skill or training.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of WMS, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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