Morganton, NC North King Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$784,160,312,190
ClientsTotal clients
1,962,908
AdvisorsAdvisors at this office
3
Of 22,716 advisors across 10,440 offices
Location
205 North King Street
Morganton NC 28655
Advisors at this office
3
Advisors at this office
John B
ChFC®, Series 63, Series 66
Morganton, NC
LPL Financial
John Black Jr. is a financial advisor with LPL Financial in Morganton, NC, holding the ChFC® designation and Series 63 and 66 licenses. He has 39 years of industry experience and has been with LPL Financial since 2004. Outside of his advisory role, he is involved in managing fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and diversified strategies.
Jordan G
Series 66
Morganton, NC
LPL Financial
Jordan Greene is a financial advisor with LPL Financial in Morganton, NC, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
William C
Series 66
Morganton, NC
LPL Financial
William Cannon Jr. is a financial advisor with LPL Financial in Morganton, NC, holding a Series 66 designation and bringing 21 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
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