Cardinal Retirement Planning, Inc.

Cardinal Retirement Planning, Inc. (CRD# 166545) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $49,446,348 in 167 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $296,086
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, OH, SC, TX, VA

Financial Advisors at Cardinal Retirement Planning, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Erica N. Patella
CRD#: 6932783
Durham, NC

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.

2
Jacob A. Yocco
CRD#: 6949226
Durham, NC

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.

3
Anessa Custovic
CRD#: 7283489
Durham, NC

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.

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