AdvisorOS Directory
Claim Profile
CC

Carol S. Christensen

NC III, L.L.C.·DANVILLE, California
Unclaimed Profile
649 SAN RAMON VALLEY BLVD, DANVILLE, CA 94526CRD# 4341812Firm CRD# 144185
01

About

Carol S. Christensen is a registered financial advisor based in DANVILLE, California, affiliated with NC III, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
NC III, L.L.C.
NC III, L.L.C.
AUM
$2.4B
Regulatory assets under management
Employees
36
Total firm employees
View all advisors at NC III, L.L.C. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4341812
Firm CRD# 144185
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DANVILLE?

Browse all registered financial advisors in DANVILLE, California or claim this profile if it's yours.

Browse DANVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Carol S. Christensen offer?
Carol S. Christensen specializes in Retirement Planning. Contact their office in DANVILLE, California for a consultation.
What are Carol S. Christensen's credentials?
Carol S. Christensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carol S. Christensen located?
Carol S. Christensen is based in DANVILLE, California, working with NC III, L.L.C.. Their office serves clients in the DANVILLE metropolitan area and surrounding communities.
How does Carol S. Christensen charge for services?
Carol S. Christensen's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NC III, L.L.C.?
NC III, L.L.C. has approximately 36 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in DANVILLE
Scott Mitchell Landress — SLRA, INC.Scot D Marsh — SLRA, INC.Robert Joseph Lucia — ANDREWS, LUCIA WEALTH MANAGEMENT LLCDavid Paul Herrmann — HERRMANN & COOKE, INC.Douglas Andrew Goldberg — ANDREA EVERETT LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile