First Citizens Bank Wealth Associates in Albemarle, NC

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Kimberly Carpenter
Financial Consultant II, SVP
352 North First Street
Albemarle NC 28001
Areas Served
Stanly County
Union County
Mecklenburg County
Cabarrus County
Focus Areas
Retirement Planning
Asset Allocation
Risk Tolerance
Risk Management
Financial Planning
Education & Certifications
Peace College, Appalachian State University
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 65 - Uniform Investment Adviser Law Exam Life Insurance License Long Term Care Insurance License