AdvisorOS Directory
Claim Profile
MC

Margaret Scanlon Cabaniss

HC FINANCIAL ADVISORS INC·LAFAYETTE, California
Unclaimed Profile
3685 MT. DIABLO BLVD., SUITE 200, LAFAYETTE, CA 94549CRD# 1393150Firm CRD# 110436
01

About

Margaret Scanlon Cabaniss 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# 1393150
Firm CRD# 110436
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LAFAYETTE?

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

Browse LAFAYETTE 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 Margaret Scanlon Cabaniss offer?
Margaret Scanlon Cabaniss specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LAFAYETTE, California for a consultation.
What are Margaret Scanlon Cabaniss's credentials?
Margaret Scanlon Cabaniss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Margaret Scanlon Cabaniss located?
Margaret Scanlon Cabaniss 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 Margaret Scanlon Cabaniss charge for services?
Margaret Scanlon Cabaniss'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LAFAYETTE
Lori Eileen Sherman — STEWART & PATTEN CO LLCFrances Blythe Jack — ROSEWOOD ADVISORS, L.L.C.Karla Jean Mcavoy — HC FINANCIAL ADVISORS INCAndrew Cameron Byron — HC FINANCIAL ADVISORS INCRobert Matthew Gentry — STEWART & PATTEN CO 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