Salisbury, NC N. Fulton Street Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,678 advisors across 10,418 offices

Location

127 N. Fulton Street

Salisbury NC 28144

Advisors at this office

2

Advisors at this office

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Stephen K

Series 63, Series 66

Salisbury, NC

LPL Financial

Stephen Kidd is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked for Ameriprise Financial Services, Inc. for 12 years before joining LPL Financial in 2023. 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 financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, research, and various investment strategies.

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

Series 66

Salisbury, NC

LPL Financial

Stephanie Houghton is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Her prior roles include work at Kidd Financial Investments with Ameriprise Financial, Morgan Ridge Vineyards, the University of North Carolina Wilmington, and East Rowan High School. 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, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technology-driven investment strategies.

College savings (529s, UTMA, etc.)
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