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| Qualified Financial Advisors in Wilmington, North Carolina | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Les H Kern Les H. Kern IAR CRFA LUTCF |
2306 Wrightsville Ave, Wilmington, NC 28403 |
(800) 793-8884 |
| Strategic Investment Partners Strategic Investment Partners |
1508 Military Cutoff Rd., Wilmington, NC 28403 |
(910) 509-7230 |
Qualifications
CRD# 1140180
FirmCRD# 116324
Series 6, 7, 24, 63, 65
Compensation/Fee
Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly
Office Location
2306 Wrightsville Ave,
#201,
Wilmington,
NC 28403
Phone Number
(800) 7938884
I am an Investment Advisor, Financial Advisor & Wealth Advisor of wealth management firm that is committed to listening and helping individuals investors to achieve their goals to get to or in retirement. If you need is to know how to go from accumulation to income for retirement. I operate as FIDUCIARIES so we are ethically and legally required to invest our client assets in their best interest. To help provide a sound retirement safely they cannot outlive. I'll design a portfolio to protect, conserve, and grow a client's wealth or to give income. I meet with my clients on a regular in-person or Zoom video and promptly returning their phone calls. You will discover the safe, easy way to get results. My mission is, "Collaborate and communicate with clients often to ensure they are being managed with a single voice and vision "Develop new relationships and build on existing relationships with clients and Investment Firms "Use consultative advising to identify the best solution for clients based on risk tolerance and goals "Provide timely resources to help clients and grow their business, maintain clients assets with advanced planning strategies and effectively communicate market updates and investment solutions for clients "Analyze market events, provide perspective, to aide in portfolio construction In doing so, I will deal with integrity and honesty, reflecting that people that are more important than dollars and that my purpose is to bring credit to our Lord Jesus Christ
History teaches us that Holding onto equity assets rotating on a relative strength basis produces the best long term wealth building. The more history you are aware of, the more this becomes critically apparent. We believe that while it is important to choose investments with a strategy. We teach clients that to get the best return, their portfolios cannot go backwards. We recommend investments with well-defined sell strategies that we believe will weather downturns efficiently. The bottom line: We try to avoid loss whenever possible. Les H. Kern is an Investment Advisor, of a wealth management firm of D.H. Hill Advisors that is committed to helping clients get to retirement and to help provide a sound retirement income they cannot outlive. As a true independent advisor our customized programs are designed to protect, conserve and grow our client's wealth by sound income strategies with investments that deliver an unprecedented level of income with services.
Qualifications
CRD# 5915046
Series 7, 66
Compensation/Fee
Fee-Based, Based on Assets, Hourly
Office Location
1508 Military Cutoff Rd.,
Suite 206,
Wilmington,
NC 28403
Phone Number
(910) 5097230
Brent holds series 7 and 66 securities registrations with Cambridge Investment Research, Inc.. Concentrating on risk management, Brent quickly realized and understood just how essential the prevalence of a risk-managed approach is for his valued clients. Brent decided he wanted to add value by offering total financial services to his clients and joined the family business, Conway & Company Financial Services in 2011. In the fall of 2017, Brent and long-time friend Justin Wolfe expanded the family owned and operated business in Wilmington with Strategic Investment Partners. Brent is a Registered Representative and Investment Advisor Representative with Cambridge Investment Research, Inc. He is also a licensed insurance agent in the field of Life, Health, Variable Insurance, as well as Property and Casualty. Brent is a long-time member of the Rotary Club of Kinston and upholds the club values in volunteer and fundraising efforts. He is also a member of the Wrightsville Beach United Methodist Church and continues to strengthen his faith. Recently Brent was nominated to join the Wrightsville Beach Foundation which he gladly accepted a board position. The foundation is a non-profit with a mission statement is a commitment to develop and promote a venue that will have the ability to generate funds that can be used to promote, improve and enhance the quality and enjoyment of our islands parks and recreation programs and amenities.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with personalized information, services, and products to help you reach your goals. Strategic Investment Partners is a sub-branch of Conway & Company Financial Services. We operate as FIDUCIARIES so we are ethically and legally required to invest our client assets in their best interest. A long-term perspective of the Dow Jones Industrial Average reveals the reality there are extended periods of time which the US equity market will trend upwards, and also long periods of time where the market will instead stagnate or move generally lower. Our Fact-Based Strategy - Underpinning our Fact-Based strategy is a set of core beliefs about the market. These core beliefs are: 1. We don't know where the market will go - and neither does anyone else. 2. Wherever the market goes, it will get there by trending. 3. Along the way, there will be outperformers and underperformers. Armed with these three core beliefs, we are well equipped to handle whatever the market brings - ALL WITHOUT HAVING TO MAKE A SINGLE PREDICTION. Using supply and demand analysis, our Fact- Based strategy concentrates on identifying outperformers to include in our portfolios. Together, they give us the "when" and "what" - the two essential ingredients of success.
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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
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A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
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