Acera Financial

Finance · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

312 S 3rd St, Smithfield, North Carolina...

Phone Number

(919) 300-1241

Revenue

$5.8 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Acera Financial

ACERA Wealth Management offers a comprehensive range of personal wealth management and business management services tailored for individuals, families, and business owners. Their experienced advisors focus on helping clients navigate critical financial questions and develop customized financial strategies. The firm emphasizes long-term relationships built on service, integrity, and a deep understanding of clients' unique goals. With multiple locations across North Carolina, ACERA is dedicated to providing ongoing education and support to ensure clients' financial success.Explore more
Acera Financial's Social MediaPopular SearchesAcera Financial LLCAcera Wealth Management LLCAspect FinancialAcera WealthAmy Adams, Financial AdvisorSIC Code 62,628NAICS Code 52,523Show more

Acera Financial Org Chart

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CK
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Accredited Asset Management Specialist

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JP
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Life Financial Specialist

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WA
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Advisor

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MD
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Lpl Financial Advisor

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Acera Financial

$5.8M
11-50
Private
-
2010
CK
Christopher KeyAccredited Asset Management Specialist
$7.1M
11-50
Private
-
2003
CJ
Cheryl JanikFinancial Professional
<$5M
11-50
Private
-
2014
MH
Meredith HazenFinancial Advisor
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & CEO
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2014
LS
Luke ShevlinFinancial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Acera Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Acera Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Acera Financial.

Acera Financial Tech Stack

A closer look at the technologies used by Acera Financial

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Frequently Asked Questions Regarding Acera Financial

What is Acera Financial's official website?
Acera Financial's official website is www.awmadvisor.com
What is Acera Financial's Revenue?
Acera Financial's revenue is $5.8 Million
What is Acera Financial's SIC code?
Acera Financial's SIC: 62,628
What is Acera Financial's NAICS code?
Acera Financial's NAICS: 52,523
How many employees does Acera Financial have?
Acera Financial has 11-50 employees
What industry does Acera Financial belong to?
Acera Financial is in the industry of: Finance, Securities Trading
What is Acera Financial competition?
Acera Financial top competitors include: 20/20 Financial Group, Mastey Financial Group, Advantage Financial Services Group, Copper Canyon Wealth Management
What technology does Acera Financial use?
Some of the popular technologies that Acera Financial uses are: Sentry, Proofpoint, F5 BIG-IP Platform, Google Tag Manager
How do I contact Acera Financial?
Acera Financial contact info: Phone number: (919) 300-1241 Website: www.awmadvisor.com
What does Acera Financial do?

ACERA Wealth Management offers a comprehensive range of personal wealth management and business management services tailored for individuals, families, and business owners. Their experienced advisors focus on helping clients navigate critical financial questions and develop customized financial strategies. The firm emphasizes long-term relationship... s built on service, integrity, and a deep understanding of clients' unique goals. With multiple locations across North Carolina, ACERA is dedicated to providing ongoing education and support to ensure clients' financial success.Read More

What are Acera Financial social media links?
Acera Financial Linkedin page Acera Financial Twitter page Acera Financial Facebook page
Is Acera Financial a public company?
Acera Financial is private company therefore does not currently have an official ticker symbol
See more information about Acera Financial

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