Christopher
Haggerson
Kensington Financial Group, Inc
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About this Advisor
Christopher Haggerson is a financial advisor who works in Winston Salem, North Carolina with 5 years of relevant experience. Haggerson is an employee of Kensington Financial Group, Inc. During their career, Haggerson has held roles at Kensington Financial Group, Inc, Haggerson Enterprises, LLC and Blue Bridge Benefits, LLC. Haggerson has a Series 65 license, designating them as an investment advisor representative, and can advise clients in North Carolina. Kensington Financial Group, Inc is a financial advisory company operating out of Winston Salem, NC. It oversees $104 million in assets among its 591 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 591 client accounts, just 12% are held by high-net-worth investors who have at least $1 million in assets. Kensington Financial Group, Inc offers portfolio management for individuals and small businesses. Fees for financial management are based on which services the firm provides the client. Fees billed by Kensington Financial Group, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kensington Financial Group, Inc Brokerage Details
$104,227,582
2
591
$176,358
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Christopher Haggerson Work History
Christopher has been registered as a financial advisor for 5 years.*
Kensington Financial Group, Inc
Haggerson Enterprises, LLC
Blue Bridge Benefits, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Haggerson 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 Kensington Financial Group, Inc
Winston Salem, NC
Winston Salem, NC
The content in this profile was updated by SmartAsset on 4/16/2023. 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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