Christopher
Habedank
Namcoa
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About this Advisor
Christopher Habedank is a financial advisor based in Statesville, North Carolina, working with Namcoa. Christopher has previously held positions at T Rowe Price and Infinite Wealth Advisors, LLC. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Christopher is part of Namcoa, which operates out of Statesville, North Carolina. The firm has 19 offices and 17 employees. The firm manages assets totaling $277.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Namcoa includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Namcoa Brokerage Details
$277,669,058
17
368
$754,535
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Christopher Habedank Work History
Infinite Wealth Advisors, LLC
T Rowe Price
Disclosures
Please visit the SEC profile of Christopher Habedank to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Namcoa
Naples, FL
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