Christopher
Hess

Ic Advisory Services, Inc

CRD#2454582
Investment Advisor
in Charlotte, NC
Are you Christopher Hess? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Christopher Hess is a certified financial planner who works in Charlotte, North Carolina, with 19 years of work experience. Hess is currently employed by Ic Advisory Services, Inc. During their career, Hess has held roles at Ryan-Hess-Morais Financial Advisors, Inc, Next Financial Group, Inc, The Investment Center Inc and Ic Advisory Services Inc. Hess holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in North Carolina. Ic Advisory Services, Inc is a business that has its headquarters in Charlotte, North Carolina. The investment advisory business has offices in 184 locations and a total of 221 employees. It controls $1 billion in assets across its 4,163 customer accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm advises seven charities and foundations. Of its 4,163 client accounts, just 2% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice usually depend on which services the firm provides the client. However, fee types charged by Ic Advisory Services, Inc likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

19 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

7422 Camel Executive Park Suite 109
Charlotte, NC 28226

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Ic Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,133,397,373

NC Average: $10,121,009,343
Total Number of Employees

227

NC Average: 92
Total Number of Accounts

4,610

NC Average: 6,978
Average Account Size

$245,856

NC Average: $1,450,417

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Christopher Hess Work History

Christopher has 19 years of experience.

2010 - Present (9 years)

The Investment Center Inc

2010 - Present (9 years)

Ic Advisory Services Inc

1999 - Present (20 years)

Ryan-Hess-Morais Financial Advisors, Inc

2003 - 2010 (7 years)

Next Financial Group, Inc

Disclosures

Christopher Hess has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started