Cardinal Retirement Planning, Inc.
Cardinal Retirement Planning, Inc. (CRD# 166545) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $85,713,701 in 199 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management86MILLION
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Total Number of Accounts199ACCOUNTS
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Average Account Value$430,722
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, NC, OH, SC, TX, VA
Erica Patella (CRD# 6932783) is an Investment Advisor Representative working at Cardinal Retirement Planning, Inc. in Durham, NC and has over 6 years of experience in the finance industry.
Jacob Yocco (CRD# 6949226) is an Investment Advisor Representative working at Cardinal Retirement Planning, Inc. in Durham, NC and has over 6 years of experience in the finance industry.
Anessa Custovic (CRD# 7283489) is an Investment Advisor Representative working at Cardinal Retirement Planning, Inc. in Durham, NC and has over 3 years of experience in the finance industry.