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).
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Total Assets Under Management535MILLION
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Total Number of Accounts1,008ACCOUNTS
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Average Account Value$530,524
- A percentage of assets under your management
- 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 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.
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.
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.
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.
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.