Alta Advisors LLC

Alta Advisors LLC (CRD# 167839) is a financial advisory firm headquartered in , . They manage $12,070,000 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $1,508,750
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Alta Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Charles R. Fridinger
CRD#: 4685361
Greensboro, NC
96
Wealthminder
score

Charles Fridinger (CRD# 4685361) is an Investment Advisor Representative working at Alta Advisors LLC in Greensboro, NC and has over 13 years of experience in the finance industry. Charles Fridinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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