First Citizens Bank Wealth Associates in Lincolnton, NC

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Kay Pumphrey
VP, Financial Consultant II
Mobile Phone(704) 530-8071
425 East Main Street
Lincolnton NC 28092
Areas Served
Lincolnton, NC
Denver, NC
Statesville, NC
Focus Areas
Retirement Planning
Tax Efficient Investing
Risk Management
Insurance Planning
Financial Planning
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 66 - Uniform Combined State Law Exam Life Insurance License Long Term Care Insurance License