Fairview Financial LLC
Fairview Financial LLC (CRD# 122287) is a financial advisory firm headquartered in , . They manage $46,308,482 in 142 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Fairview Financial LLC
By the Numbers
-
Total Assets Under Management46MILLION
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Total Number of Accounts142ACCOUNTS
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Average Account Value$326,116
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
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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