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CAV_OK Family OfficeFinancial advisor in Davidson, NC

CAV_OK Family Office is a financial advisor at 215 S Main St #205, Davidson, NC 28036.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

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Call (704) 495-6975Website ↗

Key facts

Key facts about CAV_OK Family Office
Address215 S Main St #205, Davidson, NC 28036Get directions
Phone(704) 495-6975
Websitecavokfamilyoffice.com

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Davidson and 11 towns within 25 miles: Cornelius, Huntersville, Mooresville, Kannapolis, Harrisburg, Concord, Mount Holly, Charlotte, Statesville, Belmont and Lincolnton.

Based in Davidson, NCView on map

Questions about CAV_OK Family Office

What areas does CAV_OK Family Office serve?

Serves Davidson and 11 towns within 25 miles: Cornelius, Huntersville, Mooresville, Kannapolis, Harrisburg, Concord, Mount Holly, Charlotte, Statesville, Belmont and Lincolnton. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

How do I contact CAV_OK Family Office?

Call CAV_OK Family Office on (704) 495-6975. The business is at 215 S Main St #205, Davidson, NC 28036. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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