FINANCIAL ADVICE WITH LOCAL FLAIR

At the Huntersville, North Carolina, branch of Raymond James, you’ll find experienced advisors with access to powerful resources. You’ll also discover our advisors’ deep connection to clients and the unique hometown advantage they offer. Every financial plan they help build and every piece of investment advice they offer is shaped not only by professional expertise, but by personal insight into where you’re coming from. It’s not just about financial planning – it’s about financial partnership.

  • Robert “Perry” Clark, CFP®
    Vice President, Investments
  • Linda A. O'Loughlin
    Senior Registered Client Service Associate

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.