Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
12 years
Location
Canton, NC 28716
Edward Jones
Institution
Kara Bridges is a Series 66 licensed financial advisor at Edward Jones with 12 years of industry experience, all of which have been with the firm since 2014. She is based in Canton, North Carolina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services under a fiduciary standard.
Based on Edward Jones
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Canton, NC Crossroad Hill Road
70 Crossroad Hill Road
Canton NC 28716
Advisors at this office
1
North Carolina · Texas
12 years of industry experience
Edward Jones
2014 - Present • 12 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Clyde, NC
Respire Wealth Management, LLC
Lisa Johnson is a financial advisor at Respire Wealth Management, LLC with 17 years of industry experience. She previously worked at Cambridge Investment Research Advisors and has been involved with On The Mark Financial Services, Inc. since 1991 as a tax planner, CEO, and insurance agent. Respire Wealth Management provides fee-only financial planning and investment advisory services to individuals, high-net-worth clients, and small businesses. The firm uses a fiduciary approach with tailored portfolios and offers services including investment management through a Schwab Institutional wrap program, retirement plan advisory, and educational workshops.
Series 66
Clyde, NC
Respire Wealth Management, LLC
Erika Jensen is a financial advisor at Respire Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for seven years before joining Respire in 2017. Respire Wealth Management serves individual and high-net-worth clients, small businesses, and qualified retirement plans with fee-only financial planning and investment management. The firm offers customized investment programs through a wrap-fee platform, combining fundamental, technical, and quantitative analysis, and provides ERISA 3(21) plan advisory services alongside ongoing client education and financial wellness sessions.
CFA®, Series 65
Candler, NC
Tillman Hartley LLC
Gary Lutes Jr. is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Tillman Hartley LLC since 2004. He holds a Series 65 license and works out of Candler, NC. Tillman Hartley LLC provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment process is based on Modern Portfolio Theory and includes individualized Investment Policy Statements, model portfolios, and ongoing portfolio monitoring.
CFP®, Series 65, Series 63
Asheville, NC
Integrated Advisors Network LLC
Janet Galloway is a CFP®-certified financial advisor with 11 years of industry experience, currently with Integrated Advisors Network LLC. She has worked at several firms, including Merrill and SA Stone Investment Advisors, and is also the owner of B&B Strategic Management. Outside of her advisory role, she teaches Kaplan curriculum virtually, leads a nonprofit group providing information to those considering divorce, and serves as president of a nonprofit organization. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and institutional plans. The firm offers portfolio management, financial planning, and consulting services using a disciplined investment policy statement framework and a combination of fundamental, quantitative, and tactical strategies.
Series 66
Clyde, NC
Credit Union Investment Services
Colbie Dwiggins is a Series 66-licensed financial advisor at Credit Union Investment Services with two years of industry experience. She has held roles at Members Trust Company, SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union. Outside of advising, she serves as a life insurance agent and trust representative within affiliated organizations. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management and financial planning with a focus on low-cost, index-based mutual funds and ETFs. The firm operates as a salaried employee model under State Employees’ Credit Union and emphasizes client decision-making in investment implementation.
CFP®, Series 65
Candler, NC
Abacus Wealth Partners
Kerry Keihn is a Certified Financial Planner™ with eight years of industry experience, currently serving at Abacus Wealth Partners. Prior to joining Abacus in 2025, Keihn worked at Prime Capital Investment Advisors and Earth Equity Advisors, gaining experience in various advisory roles. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, and institutions. The firm employs a passive-oriented, asset-class investment approach with ESG screening options, and offers tailored portfolio management along with private fund investment opportunities through its Align Impact fund.
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