AdvisorOS Directory
Claim Profile
Unclaimed Profile
JR

James Norman Reichard

REICHARD CAPITAL, LLC·CHARLOTTE, North Carolina
Series 65Clean record16 years registeredREICHARD CAPITAL, LLC
200 SOUTH COLLEGE STREET, CHARLOTTE, NC 28202CRD# 4484088Firm CRD# 305695

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Norman Reichard · CHARLOTTE, NC
Registration
CRD #4484088 · REICHARD CAPITAL, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

REICHARD CAPITAL, LLC
Dec 2019 – present
GREERWALKER WEALTH MANAGEMENT LLC
Nov 2009 – Jan 2020
CHARLOTTE, NC
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 12, 2009
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
REICHARD CAPITAL, LLC
CRD 305695 · SEC 801-117478
AUM
$324M
Regulatory assets under management
Employees
4
190 client accounts
Services offered by REICHARD CAPITAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at REICHARD CAPITAL, LLC →
Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHARLOTTE?

Browse all registered financial advisors in CHARLOTTE, North Carolina or claim this profile if it's yours.

Browse CHARLOTTE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does James Norman Reichard offer?
James Norman Reichard specializes in Financial Planning, Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are James Norman Reichard's credentials?
James Norman Reichard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Norman Reichard located?
James Norman Reichard is based in CHARLOTTE, North Carolina, working with REICHARD CAPITAL, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does James Norman Reichard charge for services?
James Norman Reichard's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REICHARD CAPITAL, LLC?
REICHARD CAPITAL, LLC has approximately 4 employees and manages $324M 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 at REICHARD CAPITAL, LLC

Joshua T Reichard
CHARLOTTE, NC

More Advisors in CHARLOTTE, North Carolina

David Alan Boyer
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC·CHARLOTTE, NC
Frank Staunton Harkins
WESTEND ADVISORS, LLC·CHARLOTTE, NC
James Andrew Bailey
CARITAS CAPITAL, LLC·CHARLOTTE, NC
Brian Christopher Hubbell
HUBBELL CONSULTING, LLC·CHARLOTTE, NC
Don Gus Stamas
DEFENDER CAPITAL LLC·CHARLOTTE, NC
Kevin Wayne Blocker
HORIZON INVESTMENTS LLC·CHARLOTTE, NC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
RALEIGH (174)GREENSBORO (75)ASHEVILLE (54)CHAPEL HILL (38)DURHAM (37)WILMINGTON (29)WINSTON-SALEM (26)CORNELIUS (14)CARY (13)HUNTERSVILLE (13)
City Guides
RALEIGH GuideGREENSBORO GuideASHEVILLE GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Request removal of this profile