Rnc Financial Services, LLC

Rnc Financial Services, LLC (CRD# 122220) is a financial advisory firm headquartered in High Point, NC. They manage $6,808,697 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $680,870
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

NC

Financial Advisors at Rnc Financial Services, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Janice E. Steede
CRD#: 4485542
1026 Hutton Lane, High Point, NC 27262
96
Wealthminder
score

Janice Steede (CRD# 4485542) is an Investment Advisor Representative working at Rnc Financial Services, LLC in High Point, NC and has over 14 years of experience in the finance industry. Janice Steede 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.

2
Samantha H. Klemme
CRD#: 4485546
1026 Hutton Lane, High Point, NC 27262
93
Wealthminder
score

Samantha Klemme (CRD# 4485546) is an Investment Advisor Representative working at Rnc Financial Services, LLC in High Point, NC and has over 14 years of experience in the finance industry.

3
Margaret M. Luebke
CRD#: 4485539
1026 Hutton Lane, High Point, NC 27262
93
Wealthminder
score

Margaret Luebke (CRD# 4485539) is an Investment Advisor Representative working at Rnc Financial Services, LLC in High Point, NC and has over 13 years of experience in the finance industry.

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