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Qualifications of Financial Advisor in Lexington

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Financial Advisors in Lexington, North Carolina
Financial Advisor Office Location Phone Number
Josh Hederick,
Financial Engines Advisors, LLC
717 Green Valey Rd.,
Greensboro, NC  27408
(336) 899-0773
Austin Konecke,
Financial Engines Advisors, LLC
19109 West Catawba Avenue,
Cornelius, NC  28031
11006 Rushmore Drive Suite 175,
Charlotte, NC  28277
(704) 553-9553

Information on Qualified Financial Advisors in Lexington

Qualifications CRD# 3120694
FirmCRD# 104510
Series 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 717 Green Valey Rd.,
Suite 200,
Greensboro,
NC 
27408
Phone Number (336) 8990773

Joined Financial Engines in 2005. Began his career in the financial services industry in 1998. Successfully completed the Series 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) certification(s). Bachelor's degree in Finance from James Madison University. Married to Chrissy. They have three children. Josh enjoys golfing, family, and financial matters.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 2818642
FirmCRD# 104510
Series 6, 7, 24, 31, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 19109 West Catawba Avenue,
2nd Floor,
Cornelius,
NC 
28031
Phone Number (704) 5539553

Office Location 11006 Rushmore Drive Suite 175,
Charlotte,NC  28277

Joined Financial Engines in 2010. Began his career in the financial services industry in 1995. Successfully completed the Series 6, 7, 24, 63, and 65 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in History from Scranton University. Married to Sarah. They have one child: AJ. Austin enjoys golfing, sailing, swimming, cooking, and flag football.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).