Christopher
Habedank

Namcoa

CRD#6135571
Investment Advisor
in Statesville, NC

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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

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

107 Kilson Drive Suite 206
Statesville, NC 28625

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Namcoa Brokerage Details

Total Assets Under Management

$277,669,058

NC Average: $1,855,561,029
Total Number of Employees

17

NC Average: 62
Total Number of Accounts

368

NC Average: 2,474
Average Account Size

$754,535

NC Average: $750,025

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

2019 - Present (6 years)

Infinite Wealth Advisors, LLC

2012 - 2019 (7 years)

T Rowe Price

Created with Highcharts 6.0.7

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

Kevin Zylstra
Naples, FL
Thomas Cooper
Naples, FL
Tanya Aure
Naples, FL
Christopher Habedank
Statesville, NC
Kevin Sullivan
Naples, FL
Adam Waszkowski
Naples, FL
Robin Hanover
Estero, FL
Doak Belt
La Jolla, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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