Hayden Harper Advisory, LLC

Hayden Harper Advisory, LLC (CRD# 152091) is a financial advisory firm headquartered in Charlotte, NC. They manage $101,479,979 in 100 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $1,014,800
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

IA, NC, OH, PA, SC, TN, TX, WI, WV

Financial Advisors at Hayden Harper Advisory, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Scott C. Cannady
CRD#: 5037563
1001 Morehead Square Drive, Suite 350, Charlotte, NC 28203
96
Wealthminder
score

Scott Cannady (CRD# 5037563) is an Investment Advisor Representative working at Hayden Harper Advisory, LLC in Charlotte, NC and has over 11 years of experience in the finance industry. Scott Cannady 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
William L. Oliver
CRD#: 1699304
Greenville, SC
96
Wealthminder
score

William Oliver (CRD# 1699304) is an Investment Advisor Representative working at Hayden Harper Advisory, LLC in Greenville, SC and has over 28 years of experience in the finance industry.

3
Michael D. Fox
CRD#: 4283879
1001 Morehead Square Drive, Suite 350, Charlotte, NC 28203
93
Wealthminder
score

Michael Fox (CRD# 4283879) is an Investment Advisor Representative working at Hayden Harper Advisory, LLC in Charlotte, NC and has over 15 years of experience in the finance industry.

4
John W. Teed
CRD#: 2290724
1001 Morehead Square Drive, Suite 350, Charlotte, NC 28203
93
Wealthminder
score

John Teed (CRD# 2290724) is an Investment Advisor Representative working at Hayden Harper Advisory, LLC in Charlotte, NC and has over 23 years of experience in the finance industry.

5
Christopher Townsend
CRD#: 5810379
1001 Morehead Square Drive, Suite 350, Charlotte, NC 28203
87
Wealthminder
score

Christopher Townsend (CRD# 5810379) is an Investment Advisor Representative working at Hayden Harper Advisory, LLC in Charlotte, NC and has 1 year of experience in the finance industry.

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