Business ProfileforWealth & Retirement Advisors, LLC
At-a-glance
Customer Reviews are not used in the calculation of BBB Rating
Related Categories
Business Details
- Location of This Business
- 11121 Carmel Commons Blvd Ste 160, Charlotte, NC 28226-1902
- BBB File Opened:
- 8/26/2010
- Years in Business:
- 22
- Business Started:
- 11/1/2002
- Business Started Locally:
- 11/1/2002
- Business Incorporated:
- 8/16/2013
- Accredited Since:
- 9/20/2010
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.BBB records show a license number of 289496 for this business, issued by Insurance Commission, SC
These agencies may include:
Insurance Commission, SC
1201 Main St Ste 1000
Columbia SC 29201
BBB records show a license number of NPN 5607864 for this business, issued by Insurance Commission, NCThese agencies may include:
Insurance Commission, NC
1201 Mail Service Ctr
Raleigh NC 27699
- Type of Entity:
- Limited Liability Company (LLC)
- Number of Employees:
- 2
- Alternate Business Name
- Wealth Financial Group SE
- Wealth Financial Group
- College Planning Professionals of the Carolinas
- Business Management
- Mr. Rick Aiken, Principal
- Ms. Robin Greene, Office Manager
- Ms. Kristina Pace, Operations Assistant
- Contact Information
Principal
- Mr. Rick Aiken, Principal
Customer Contact
- Mr. Rick Aiken, Principal
- Ms. Robin Greene, Office Manager
- Ms. Kristina Pace, Operations Assistant
- Additional Contact Information
Fax Numbers
- (704) 910-4652Primary Fax
Phone Numbers
- (844) 926-7555Other Phone
- (704) 910-4652
Customer Complaints
0 Customer Complaints
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