linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Christopher Haberlin

Agincourt Capital Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Christopher Haberlin

John Christopher Haberlin is a registered Investment Advisor Representative with Agincourt Capital Management, LLC. John has been in the industry since 2003 and is a Chartered Financial Analyst. John has experience with a variety of investment strategies, including portfolio management for individuals, businesses, and investment companies. John has passed the Series 7, Series 63, Series 65, Series 86 and Series 87 exams. Prior to joining Agincourt Capital Management, LLC, John worked at Davenport & Company LLC and Wachovia Securities, LLC.

Firm Information

John Haberlin is currently registered with Agincourt Capital Management, LLC. Agincourt Capital Management, LLC is an investment advisor registered with the SEC and based in Richmond, Virginia. They provide portfolio management services to a variety of clients, including insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. As of their latest reporting, the firm manages over $8.9 billion in assets.
Agincourt Capital Management, LLC

200 SOUTH 10TH STREET

RICHMOND, VA 23219

$8.99B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Haberlin’s Registration & Firm History

VA

12/11/2018 - Present

Agincourt Capital Management, LLC (RICHMOND VA)

VA

01/23/2006 - 09/24/2013

DAVENPORT & COMPANY LLC (RICHMOND VA)

MO

11/17/2003 - 01/03/2006

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

Not sure if John Christopher Haberlin is right for you?

Licenses & Designations

BC

Issued 07/14/2004

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/14/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/25/2006

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 03/31/2006

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 11/14/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Christopher Haberlin.
Not sure if John Christopher Haberlin is right for you?