Hc Financial Advisors Inc.
Hc Financial Advisors Inc. (CRD# 110436) is a financial advisory firm headquartered in Lafayette, CA. They manage $351,726,918 in 872 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management352MILLION
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Total Number of Accounts872ACCOUNTS
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Average Account Value$403,357
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, NH, NY, OR, TX
Stephen Biggs (CRD# 2379595) is an Investment Advisor Representative working at Hc Financial Advisors Inc. in Lafayette, CA and has over 11 years of experience in the finance industry.
Katherine Horton (CRD# 6053105) is an Investment Advisor Representative working at Hc Financial Advisors Inc. in Lafayette, CA and has over 6 years of experience in the finance industry. Katherine Horton 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.
Andrew Byron (CRD# 6050315) is an Investment Advisor Representative working at Hc Financial Advisors Inc. in Lafayette, CA and has 1 year of experience in the finance industry. Andrew Byron 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.
Karla McAvoy (CRD# 6022751) is an Investment Advisor Representative working at Hc Financial Advisors Inc. in Lafayette, CA and has 1 year of experience in the finance industry. Karla McAvoy 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.