Fairview Financial LLC
Fairview Financial LLC (CRD# 122287) is a financial advisory firm headquartered in Charlotte, NC. They manage $21,908,511 in 62 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management22MILLION
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Total Number of Accounts62ACCOUNTS
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Average Account Value$353,363
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States

Registered Investment Advisor
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.
NC, TX
Financial Advisors at Fairview Financial LLC
1
Paul Jeffrey (CRD# 1371168) is an Investment Advisor Representative working at Fairview Financial LLC in Charlotte, NC and has over 22 years of experience in the finance industry.
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