Be advised. This firm is no longer registered.

Nca Financial Planners

Nca Financial Planners (CRD# 120086) is a financial advisory firm headquartered in Mayfield Heights, OH. They manage $759,028,690 in 1,873 accounts and serve the financial needs of clients across 20 states (or territories).

Current Firm Details
6095 Parkland Blvd., Suite 210, Mayfield Heights, OH 44124
http://www.ncafinancial.com
By the Numbers
  • Total Assets Under Management
    759
    MILLION
  • Total Number of Accounts
    1,873
    ACCOUNTS
  • Average Account Value
    $405,248
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, MA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TX, VA, WA, WI

Financial Advisors at Nca Financial Planners
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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