Newcomb Financial Advisors, LLC

Newcomb Financial Advisors, LLC (CRD# 155849) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $7,635,409 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $293,670
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
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.

NC

Financial Advisors at Newcomb Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William H. Newcomb
CRD#: 5641873
1340 Environ Way, Suite 13402, Chapel Hill, NC 27517
96
Wealthminder
score

William Newcomb (CRD# 5641873) is an Investment Advisor Representative working at Newcomb Financial Advisors, LLC in Chapel Hill, NC and has over 7 years of experience in the finance industry. William Newcomb 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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