Sycamore Financial Planning, LLC

Sycamore Financial Planning, LLC (CRD# 159212) is a financial advisory firm headquartered in Durham, NC. They manage $64,351,539 in 56 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1005 Slater Road, Suite 320, Durham, NC 27703
http://www.sycamorefinancialplanning.com
By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $1,149,135
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, SC, TX

Financial Advisors at Sycamore Financial Planning, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Charles Clifton, financial advisor Durham NC
Charles Clifton
CRD#: 5982197
1005 Slater Road, Suite 320, Durham, NC 27703

Charles Clifton (CRD# 5982197) is an Investment Advisor Representative working at Sycamore Financial Planning, LLC in Durham, NC and has worked in the personal finance industry since 2008.  Charles Clifton 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 putclients' interests first and comply with the Financial Planning Practice Standards.

2
Joshua Holland, financial advisor Durham NC
Joshua N. Holland
CRD#: 5113668
1005 Slater Road, Suite 320, Durham, NC 27703

Joshua Holland (CRD# 5113668) is an Investment Advisor Representative working at Sycamore Financial Planning, LLC in Durham, NC and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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