Clearbrook Advisory Services, LLC

Clearbrook Advisory Services, LLC (CRD# 155012) is a financial advisory firm headquartered in Belmont, NC. They manage $34,931,795 in 233 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    233
    ACCOUNTS
  • Average Account Value
    $149,922
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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 Clearbrook Advisory Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Edwin J. Crisp
CRD#: 1373717
100 N. Main Street, Suite 200, Belmont, NC 28012
96
Wealthminder
score

Edwin Crisp (CRD# 1373717) is an Investment Advisor Representative working at Clearbrook Advisory Services, LLC in Belmont, NC and has over 31 years of experience in the finance industry. Edwin Crisp 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.

2
Jill C. Fletcher
CRD#: 6106610
100 N. Main Street, Belmont, NC 28012
93
Wealthminder
score

Jill Fletcher (CRD# 6106610) is an Investment Advisor Representative working at Clearbrook Advisory Services, LLC in Belmont, NC and has over 4 years of experience in the finance industry. Jill Fletcher 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.