Patrick Halton Williford
Investment adviser representative at Carolina Financial Advisors, Inc.
10 yearsExperience
2 statesRegistered in
$240.9MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
10 years in the industry.
- Carolina Financial Advisors, Inc.Feb 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2019 to Nov 2023
- Pure FishingJun 2016 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
Carolina Financial Advisors, Inc.
$240.9MAssets managed
474Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7110367
- Firm CRD
- 118823