Sycamore Financial Planning, LLC

Sycamore Financial Planning, LLC (CRD# 159212) is a financial advisory firm headquartered in Durham, NC. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
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.


Financial Advisors at Sycamore Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
Charles Clifton
CRD#: 5982197
4819 Emperor Blvd, Suite 400, 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.

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