Alta Advisors LLC
Alta Advisors LLC (CRD# 167839) is a financial advisory firm headquartered in , . They manage $14,000,000 in 8 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts8ACCOUNTS
Average Account Value$1,750,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Charles Fridinger (CRD# 4685361) is an Investment Advisor Representative working at Alta Advisors LLC in Greensboro, NC and has over 14 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.