Oncenter Financial Advisors LLC

Oncenter Financial Advisors LLC (CRD# 168013) is a financial advisory firm headquartered in Beachwood, OH. They manage $10,877,470 in 11 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $988,861
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
  • Pension consulting services
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.

FL, OH

Financial Advisors at Oncenter Financial Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Carol A. Clark
CRD#: 6207435
3401 Enterprise Parkway, Suite 340, Beachwood, OH 44122
90
Wealthminder
score

Carol Clark (CRD# 6207435) is an Investment Advisor Representative working at Oncenter Financial Advisors LLC in Beachwood, OH and has 1 year of experience in the finance industry.

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