President & CCO · Hollingsworth Avent Averre & Purvis, PA
Charles W. Averre
CRD 2716974 · Named on Form ADV at one SEC-registered adviser
At a glance
Hollingsworth Avent Averre & Purvis, PA, an SEC-registered wealth manager based in Raleigh, NC with $177 million in regulatory assets, lists Charles W. Averre on its Form ADV as President & CCO, a control person.
Firms and roles
- Hollingsworth Avent Averre & Purvis, PAPresident & CCOWealth manager · Raleigh, NC · $177M in regulatory assets
AtlasMembers
Charles’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Tina R. PurvisSecretary, Hollingsworth Avent Averre & Purvis, PA
- Timothy M. AventVice President, Hollingsworth Avent Averre & Purvis, PA
- Ashley P. JonesTreasurer, Hollingsworth Avent Averre & Purvis, PA
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Charles’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.