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Karla Jean Mcavoy

HC FINANCIAL ADVISORS INC·LAFAYETTE, California
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3685 MT. DIABLO BLVD., SUITE 200, LAFAYETTE, CA 94549CRD# 6022751Firm CRD# 110436
01

About

Karla Jean Mcavoy is a registered financial advisor based in LAFAYETTE, California, affiliated with HC FINANCIAL ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HC FINANCIAL ADVISORS INC
HC FINANCIAL ADVISORS INC
AUM
$535M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at HC FINANCIAL ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6022751
Firm CRD# 110436
No disclosures on file
View on FINRA BrokerCheck →

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05

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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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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