Huntersville, NC Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,716 advisors across 10,440 offices

Location

Huntersville NC

Advisors at this office

2

Advisors at this office

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Stephen W

Series 66

Huntersville, NC

LPL Financial

Stephen Wang is a financial advisor with LPL Financial in Huntersville, NC, holding a Series 66 designation and bringing 12 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he is a business owner of Without Limit Inc., a non-investment related enterprise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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Brian H

Series 63, Series 66

Huntersville, NC

LPL Financial

Brian Hill is a financial advisor with LPL Financial in Huntersville, NC, holding Series 63 and Series 66 designations and 26 years of industry experience. His prior experience includes six years at Ameriprise Financial Services, Inc. Before joining LPL Financial in 2018, he developed expertise in financial advisory services. LPL Financial serves a broad client base including individuals, retirement plans, and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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