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Nancy Beth Haddock

NBH Investment Management, LLC

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About Nancy Beth Haddock

Nancy Beth Haddock is an Investment Advisor Representative at NBH Investment Management, LLC. Nancy has been in the industry since 2001 and has a Series 65 license. Nancy is registered in New Jersey and has been with NBH Investment Management, LLC since 2005. NBH Investment Management, LLC is a Registered Investment Advisor firm based in Medford, NJ. NBH Investment Management, LLC specializes in portfolio management for individuals and businesses. The firm currently has 3 clients with approximately $3,359,010 in assets under management.

Firm Information

Nancy Haddock is currently registered with NBH Investment Management, LLC. NBH Investment Management, LLC is an investment advisor that manages portfolios for individuals and businesses. They have $3,359,010 in regulatory assets under management, with $2,971,149 being discretionary. They have 3 total accounts, with 2 being discretionary. The firm primarily manages assets for high-net-worth individuals and other individuals, with $2,771,519 and $587,491 in assets under management, respectively.

$3.36M

Assets Under Management

Not reported

Total Clients

1

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.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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percentage of assets

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

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other

Consulting

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Nancy Haddock’s Registration & Firm History

NJ

04/19/2006 - Present

NBH Investment Management, LLC (MEDFORD NJ)

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Licenses & Designations

IA

Issued 10/25/2000

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nancy Beth Haddock.
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