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).
Total Assets Under Management8MILLION
Total Number of Accounts26ACCOUNTS
Average Account Value$293,670
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
William Newcomb (CRD# 5641873) is an Investment Advisor Representative working at Newcomb Financial Advisors, LLC in Chapel Hill, NC and has over 8 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.