Hc Financial Advisors Inc.

Hc Financial Advisors Inc. (CRD# 110436) is a financial advisory firm headquartered in Lafayette, CA. They manage $534,768,166 in 1,008 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    535
    MILLION
  • Total Number of Accounts
    1,008
    ACCOUNTS
  • Average Account Value
    $530,524
Compensation Options
  • A percentage of assets under your management
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.

CA, NH, NY, OR, TX

Financial Advisors at Hc Financial Advisors Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Stephen C. Biggs
CRD#: 2379595
3685 Mt. Diablo Blvd., Suite 200, Lafayette, CA 94549

Stephen Biggs (CRD# 2379595) is an Investment Advisor Representative working at Hc Financial Advisors Inc. in Lafayette, CA and has over 15 years of experience in the finance industry. Stephen Biggs 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
Andrew C. Byron
CRD#: 6050315
3685 Mt. Diablo Blvd., Suite 200, Lafayette, CA 94549

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.

3
Timothy W. Harvey
CRD#: 5845300
3685 Mt. Diablo Blvd., Suite 200, Lafayette, CA 94549

Timothy Harvey (CRD# 5845300) 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. Timothy Harvey 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.

4
Karla J. McAvoy
CRD#: 6022751
3685 Mt. Diablo Blvd., Suite 200, Lafayette, CA 94549

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.

5
Abigail P. Hasling
CRD#: 6367906
3685 Mt. Diablo Blvd., Suite 200, Lafayette, CA 94549

Abigail Hasling (CRD# 6367906) is an Investment Advisor Representative working at Hc Financial Advisors Inc. in Lafayette, CA and has over 4 years of experience in the finance industry. Abigail Hasling 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.

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