Unclaimed Profile

Karla Jean Mcavoy

HC FINANCIAL ADVISORS INC·LAFAYETTE, California

Clean record14 years registeredHC FINANCIAL ADVISORS INC

3685 MT. DIABLO BLVD., SUITE 200, LAFAYETTE, CA 94549CRD# 6022751Firm CRD# 110436

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Karla Jean Mcavoy · LAFAYETTE, CA

Registration

CRD #6022751 · HC FINANCIAL ADVISORS INC · 14 years registered

Brand Profile

Not yet started

Career History

THE MATHER GROUP, LLC

Aug 2022 – present

HC FINANCIAL ADVISORS INC

Jan 2012 – Aug 2022

LAFAYETTE, CA

Registrations & Exams

Registration record

First registered · January 27, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HC FINANCIAL ADVISORS INC

CRD 110436 · SEC 801-26182

AUM

$535M

Regulatory assets under management

Employees

1,008 client accounts

Services offered by HC FINANCIAL ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HC FINANCIAL ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Karla Jean Mcavoy offer?

Karla Jean Mcavoy specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LAFAYETTE, California for a consultation.

What are Karla Jean Mcavoy's credentials?

Karla Jean Mcavoy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karla Jean Mcavoy located?

Karla Jean Mcavoy is based in LAFAYETTE, California, working with HC FINANCIAL ADVISORS INC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.

How does Karla Jean Mcavoy charge for services?

Karla Jean Mcavoy's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HC FINANCIAL ADVISORS INC?

HC FINANCIAL ADVISORS INC has approximately 10 employees and manages $535M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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