Christopher William Habedank

Namcoa

7 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching

Namcoa

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

291 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$312.3M

Fee Structure

Financial Planning:Included in AUM fee

Location

107 Kilson Drive Suite 206, Mooresville, NC, 28625

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History

Regulatory History (1)

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Judgment / Lien

December 2016

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Employment History

Current Registrations

Namcoa

April 2024 - Present · 1 yr 10 mos

Previous Registrations

T. Rowe Price Investment Services, INC.Broker

May 2013 - July 2019 · 6 yrs 2 mos

State Registrations2 states

AZNC

Advisor

Exams

No exam information available for this advisor.