At-a-glance
Related Categories
Overview
Business Details
- Location of This Business
- 77 Cherokee Rd, Pinehurst, NC 28374-7501
- BBB File Opened:
- 10/15/2024
- Years in Business:
- 15
- Business Started:
- 1/2/2009
- Business Started Locally:
- 8/11/2023
- Business Incorporated:
- 8/11/2023
- Accredited Since:
- 10/24/2024
- 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 13570289 for this business, issued by North Carolina Department of Insurance. The expiration date of this license is 12/31/2024.
These agencies may include:
North Carolina Department of Insurance
PO Box 26387
Raleigh NC 27611
BBB records show a license number of CRD# 5690824 for this business, issued by U.S. Securities & Exchange CommissionThese agencies may include:
U.S. Securities & Exchange Commission
100 F St NE
Washington DC 20549
https://brokercheck.finra.org/Search/GenericSearch
CERTIFIED FINANCIAL PLANNER, CFP
SERIES 66 LICENSE
NORTH CAROLINA LIFE AND HEALTH INSURANCE LICENSE
NORTH CAROLINA MEDICARE SUPPLEMENT LICENSE
- Type of Entity:
- Limited Liability Company (LLC)
- Hours of Operation
Primary
- M:
- 9:00 AM - 5:00 PM
- T:
- 9:00 AM - 5:00 PM
- W:
- 9:00 AM - 5:00 PM
- Th:
- 9:00 AM - 5:00 PM
- F:
- 9:00 AM - 4:00 PM
- Business Management
- Mrs. Melanie G. Leahy CFP, Wealth Advisor
- Contact Information
Principal
- Mrs. Melanie G. Leahy CFP, Wealth Advisor
Customer Contact
- Mrs. Melanie G. Leahy CFP, Wealth Advisor
- Additional Contact Information
Phone Numbers
- (910) 999-7463Other Phone
Email Addresses
- Primary
- Inquiry
Website Addresses
- (910) 999-7463
Customer Complaints
0 Customer Complaints
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