Location:
6051 Roberta Rd, Harrisburg, NC 28075
Industry:
Financial Services
Work:
Evergreen Wealth Jan 2015 - Dec 2016
Partner | Wealth Advisor
Stratos Wealth Partners Jan 2015 - Dec 2016
Managing Partner | Business Consultant
Lpl Financial 2007 - 2013
Assistant Vice President Business Consulting
Lincoln Financial Group 2000 - 2006
Securities Principal
Skills:
Retirement Planning
Wealth Management
Investment Management
Financial Planning
Estate Planning
Tax Planning
Insurance
Certifications:
Financial Industry Regulatory Authority (Finra)
Nasaa
Municipal Securities Rulemaking Board
State of North Carolina