Fairview Financial LLC

Fairview Financial LLC (CRD# 122287) is a financial advisory firm headquartered in Charlotte, NC. They manage $20,735,900 in 62 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $334,450
Compensation Options
  • A percentage of assets under your management
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, TX

Financial Advisors at Fairview Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Paul M. Jeffrey
CRD#: 1371168
6100 Fairview Road, Ste 1210, Charlotte, NC 28210
100
Wealthminder
score
Paul Jeffrey (CRD# 1371168) is an Investment Advisor Representative working at Fairview Financial LLC in Charlotte, NC and has over 22 years of experience in the finance industry.
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