Ic Advisory Services, Inc
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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
Years of Experience
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Ic Advisory Services, Inc Brokerage Details
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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.
The Investment Center Inc
Ic Advisory Services Inc
Next Financial Group, Inc
Ryan-Hess-Morais Financial Advisors, Inc
Christopher Hess has no disclosures.
Please visit their SEC profile for more details.