Be advised. This firm is no longer registered.

Qbi Financial, LLC

Qbi Financial, LLC (CRD# 286639) is a financial advisory firm headquartered in Charlotte, NC. They manage $13,467,157 in 147 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    147
    ACCOUNTS
  • Average Account Value
    $91,613
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, KY, MA, MD, NC, NH, NJ, NY, PA, SC, TX, UT, VA

Financial Advisors at Qbi Financial, LLC
No Advisor Found.
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