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Adam Whicker

Financial Advisor
(336) 777-1886 ext. 105
Meet Adam

Alfred Pinckney

(843) 881-5468
Meet Alfred

Andy Brincefield CLU®, ChFC®, CFP®, RICP®, CExP™

President and CEO
(704) 552-8507
Meet Andy

Andy Harris

Financial Advisor
(704) 467-4369
Meet Andy

Antonio Jenkins

Financial Advisor
(864) 844-3464
Meet Antonio

Ashby Ware ChFC®, CLU, CExP™

Financial Advisor | Director of Business Development
(919) 880-9250
Meet Ashby

Ashok Tapadia

Financial Advisor
(919) 747-2177
Meet Ashok

Bart Ellis

Financial Advisor
(864) 232-9316
Meet Bart

Ben Decker

Financial Advisor
(843) 324-8687
Meet Ben

Bo Cauble

Financial Advisor
(704) 552-8507
Meet Bo

Bob Holmes CLU, ChFC, RHU, CLTC, RICP

Financial Advisor
(980) 235-7824
Meet Bob

Brad Pemberton CMFC, CLU, ChFC, RICP, CExP

Financial Advisor
(919) 747-2176
Meet Brad

Brandon Wilson

Financial Advisor
(843) 881-5468
Meet Brandon

Charles Stegall

Financial Advisor
(704) 552-8507
Meet Charles

Chris Long CFP®, CLU®, ChFC®, CLTC

Financial Advisor
(803) 805-8077
Meet Chris

Courtenay Miller

Financial Advisor
(980) 235-7813
Meet Courtenay

Dan Mullane

Financial Advisor
(860) 930-0110
Meet Dan

Daniel J. Andreotta

Financial Representative
(828) 329-7820
Meet Daniel

Dave Taylor

Financial Advisor
(704) 905-4106
Meet Dave

David Satterwhite

Financial Advisor
(336) 777-1886 ext. 102
Meet David

Dennis Myers

Financial Advisor
(980) 235-7803
Meet Dennis

Derrick Hector

Financial Representative
(251) 508-8355
Meet Derrick

Drew Davenport

Financial Advisor
(252) 671-6306
Meet Drew

Eric Smith

Financial Representative
(770) 318-7347
Meet Eric

Frances Simon

Financial Advisor
(864) 232-9316
Meet Frances

Frank Hill

Financial Representative
(336) 992-2900
Meet Frank

Gena Meredith

Financial Advisor
(864) 573-2606
Meet Gena

Genie Theimer CLU® , ChFC®, RICP®

Financial Advisor
(704) 552-8507
Meet Genie

Geoff Gardner

Financial Advisor
(336) 777-1886
Meet Geoff

Greg Current

Financial Advisor
(336) 338-7778
Meet Greg

Gregg Helman CFP®, CLU®

Financial Advisor
(803) 917-0170
Meet Gregg

James M. Matthews CFP® , RICP®

Financial Advisor | Director of Wealth Management
(980) 235-7806
Meet James

Jeff Howard

Financial Advisor
(704) 552-8507
Meet Jeff

Jeff Malone

Financial Representative
(912) 678-1233
Meet Jeff

Jeff Smith

Financial Advisor
(704) 437-1299
Meet Jeff

Jenny Daley

Financial Advisor
(843) 514-2938
Meet Jenny

Jim Williams

Financial Advisor
(404) 423-6854
Meet Jim

Jimmy A. Lewis

Financial Advisor
(843) 695-9425
Meet Jimmy

Joe Pagani

Financial Advisor
(704) 756-8482
Meet Joe

Joel Gardner

Financial Advisor
(704) 327-3215
Meet Joel

John Rosser CLU®, RICP®, CEXP™

Financial Advisor
(336) 230-0922
Meet John

Keith Taylor ChFC®, CLU®, RICP®

Financial Advisor
(980) 235-7819
Meet Keith

Kelley Hughes CDFA®

Financial Advisor
(704) 819-4986
Meet Kelley

Lang MacBain

Financial Representative
(704) 552-8507
Meet Lang

Larry Faulkner

Financial Representative
(843) 881-5468
Meet Larry

Leroy Pinckney

Financial Representative
(864) 205-8938
Meet Leroy

Lisa Hund MBA, ChFC, CExP

Financial Advisor
(803) 242-1288
Meet Lisa

Luke Gawronski

Financial Advisor
(704) 552-8507
Meet Luke

Mark Hopper

Financial Representative
(864) 901-0453
Meet Mark

Michael A. Thompson CLU

Financial Advisor
(980) 235-7833
Meet Michael

Michael Acosta CFP®

Financial Advisor
(980) 235-7888
Meet Michael

Michael Cousar

Disability Income Specialist
(864) 933-4432
Meet Michael

Michael Harris RICP®, CExP™

Chief Operating Officer
(704) 522-8507
Meet Michael

Michael Watts

Financial Advisor
(864) 371-6700
Meet Michael

Misty Petrosino

Director of Marketing and Systems - Advisors
(704) 552-8507
Meet Misty

Neal C. Brincefield RICP®, CLU®, ChFC®, CExP™

Financial Advisor
(704) 654-9990
Meet Neal

Neal Patel

Insurance Brokerage Specialist
(704) 877-1791
Meet Neal

Nicole Pilo

Financial Advisor
(704) 552-8507
Meet Nicole

Paul Dowd

Financial Advisor
(919) 413-6297
Meet Paul

Paul Goldstein MBA

Financial Representative
(864) 650-1183
Meet Paul

Rick Burger CPA

Financial Advisor
(704) 995-6141
Meet Rick

RJ Swindle

Financial Advisor
(407) 461-3512
Meet RJ

Roger Mills

Financial Advisor
(980) 235-7873
Meet Roger

Sam Renken

Financial Advisor | Managing Director
(803) 464-8380
Meet Sam

Sandi Vizner

Financial Advisor
(704) 895-4942
Meet Sandi

Scott Haynie

Financial Advisor
(336) 777-1886 ext. 103
Meet Scott

Steven Huskey

Financial Advisor
(843) 714-3387
Meet Steven

Tim Brockman CRPS®

Financial Advisor
(864) 373-7202
Meet Tim

Tom Dumas CFP®, ChFC®, RICP®

Financial Advisor
(704) 552-8507
Meet Tom

Tommy Rosser ChFC®, LUTCF

Financial Advisor
(919) 776-8500
Meet Tommy

Tony Montini

Financial Advisor
(980) 235-7844
Meet Tony

William Brincefield

(704) 552-8507
Meet William

William McClanahan CFP®

Financial Advisor
(617) 306-9952
Meet William