Newcomb Financial Advisors, LLC

Newcomb Financial Advisors, LLC (CRD# 155849) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $13,969,162 in 33 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1340 Environ Way, Suite 13402, Chapel Hill, NC 27517
http://www.newcombfinancialadvisors.com
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $423,308
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Newcomb Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William Newcomb, financial advisor Chapel Hill NC
William H. Newcomb
CRD#: 5641873
1340 Environ Way, Suite 13402, Chapel Hill, NC 27517

William Newcomb (CRD# 5641873) is an Investment Advisor Representative working at Newcomb Financial Advisors, LLC in Chapel Hill, NC and has over 15 years of experience in the finance industry.

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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