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Carol O

Series 63, Series 65

North Wilkesboro, NC

LPL Financial

Carol Owens is a financial advisor at LPL Financial with 42 years of industry experience. She has been with LPL Financial since 2008 and holds Series 63 and Series 65 licenses. Outside of her advisory work, Owens is a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and other institutions through a large national network. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by various model portfolios and third-party research.

College savings (529s, UTMA, etc.)
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