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Qualifications of Financial Advisor in Raleigh

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Financial Advisors in Raleigh, North Carolina
Financial Advisor Office Location Phone Number
Mike Lushene
Financial Strategies Group
125 Edinburgh South Drive Suite 207,
Cary, NC  27511
(919) 832-1765
Kenneth Nelson
Nelson Wealth Advisors
10604 Bent Twig Drive,
Raleigh, NC  27613
(919) 796-9907
Coach Pete D'Arruda, RICP®, MRFC, RFC®
Capital Financial Advisory Group, LLC
1500 Town Side Drive, Suite 200,
Apex, NC  27502
(919) 657-4201

Information on Qualified Financial Advisors in Raleigh

Qualifications CRD# 3167299
Series 6, 7, 63, 65


Office Location 125 Edinburgh South Drive Suite 207,
Cary,
NC 
27511
Phone Number (919) 8321765

J. Michael "Mike" Lushene, Jr. is a native of Raleigh and has been in the financial services business in the Raleigh/Cary area since 1996. Mike joined Financial Strategies Group in 2005 and specializes in financial planning to include retirement planning, asset allocation, education planning, wealth accumulation, preservation, and risk management. Mike holds Series 6, 7, 63 and 65 securities licenses as well as being a Registered Representative with Securities America, Inc. Mike is a licensed life, health and long term care agent. Mike earned his BA degree from the University of West Florida in Pensacola, FL. and is married, to his wife, Paula, of 21 years, and has 3 children. He loves playing golf, riding motorcycles and spending time with his family. Mike is Licensed in NC, SC, VA, FL, IN, OH, AZ, CA, and MD.

About Financial Strategies Group

Are You Retirement Ready? Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous. At Financial Strategies Group, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients? individual needs and goals, both short and long-term. Retirement is a significant milestone in one?s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance. Start preparing for tomorrow?s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.



Qualifications CRD# 1780923
FirmCRD# 30613
Series 7, 9, 10, 24, 63, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee, Hourly, Subscriptions


Office Location 10604 Bent Twig Drive,
Raleigh,
NC 
27613
Phone Number (919) 7969907

Ken Nelson started in the investment industry in Manhattan immediately after the crash of 1987. He earned an Engineering degree from Tufts University and has very strong quantitative skills as evidenced by his perfect Math SAT score, and State Chess Championship. He became a branch manager of a major brokerage firm at age 26, one of the youngest in his firms history. Ken has provided economic commentary on TV and radio since 1990. He can be heard in the Triangle on 680AM. Ken earned his MBA (3.9 GPA) from Duke University in 2001. At graduation, Ken was asked by his Professors to return and guest lecture. Ken has guest lectured at Duke in the MBA program and Olli Program. This Spring, Ken taught a class on "The History of Money and Financial Markets". He is in the process of turning his course into a book. Ken has utilized Duke, UNC,and NC State Phd candidates, Masters candidates and undergraduates as interns since 1991. They help Ken with his academic research in the financial markets. Ken and his fiance have 10 children and 4 grandchildren. Ken has coached boys and girls soccer at the recreational, Challenge and Classic level periodically since 1992 (mostly with CASL). Ken loves soccer, chess, skiing, history, and investments. While Ken has 30+ years in the industry, he hopes to work 30 more. His investment practice is a family affair. His fiance' and son also work in the investment practice.

About Nelson Wealth Advisors

We are a committed group of professionals dedicated to providing superior investment advice to our corporate and high net worth clients. We average over 27 years of experience in the financial industry. We strive to provide the best, most professional and personalized service possible. We act honestly, with pride and integrity, and always in the best interest of our clients. We earn our clients trust and respect. We believe our knowledge, combined with the exceptional service we provide, ensure our clients are proud to recommend us to their family members, colleagues and friends.



Qualifications CRD# 2756672
FirmCRD# 144374
Series 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 1500 Town Side Drive, Suite 200,
Call : (919) 657-4201,
Apex,
NC 
27502
Phone Number (919) 6574201

He has authored 6 books and co-authored 2. Two of his books have reached the best-sellers list on Amazon. The most noteworthy book, Successonomics, is one that Coach Pete co-authored with Steve Forbes. But, by far, his favorite book just happens to be his most recent, 7 Baby Steps to a ridiculously Reliable Retirement Income. His newest book, AMERICA ASKS COACH is a great read as well. He has just been named to the prestigious Forbes Leadership Council and will be submitting at least 6 articles a year to Forbes. He is a graduate of The University of North Carolina. He is a proud father of daughter, Caroline, age 12 with his wife, Kim. A+ rating with the BBB (Better Business Bureau).

About Capital Financial Advisory Group, LLC

Known as "Coach Pete" to his listeners and clients, Coach Pete and his firm are a committed group of professional fiduciaries dedicated to providing superior investment advice to their high net worth clients. A fiduciary is any person or institution that has the power to act on behalf of another in situations that require great trust, honesty, and loyalty. His radio show, "The Financial Safari" first aired in 2005 and can be heard weekly on more than 50 stations nationwide. Also known as the King of Income Planning, Coach Pete's approach to systematic, lifetime income planning is followed by many who wish to reduce retirement worries. The firm provides personalized investment and income strategies as well as tax and estate evaluation for all sizes of portfolios and estates. Call today and see if this is the family atmosphere you've always wanted.