1997 -
now Chartered Financial Consultant @ Financial Strategies of Lake Norman, Inc.
1991 -
1997 Agent and Advisor @ The Stanfill Agency, Inc.
1988 -
1991 Sales Manager and Agent and Advisor @
1985 -
1988 Agent and Advisor @
Bryan Stanfill Education
The American College
ChFC (Financial Services)
1988
-
2008
The Liberty Institue
CEP (Certified Estate Planner)
1998
-
1998
The American College
LUTCF (Life Underwriters Training Council)
1988
-
1988
Bryan Stanfill Skills
Financial Planning
Estate Planning
Investments
Retirement
Securities
Insurance
Small Business
Retirement Planning
Insurance Planning
Retirement Income Strategies
IRA's
Annuities
Annuity
401k
Long Term Care
Disability Insurance
Wealth Management
Investment Advisory
Mutual Funds
Financial Advisory
Asset Allocation
Series 7
Term Life Insurance
Series 6
Charitable Giving
401k Rollovers
Fixed Annuities
Alternative Investments
Income Protection
Series 63
Bryan Stanfill Summary
Bryan Stanfill, based in Mooresville, NC, US, is currently a Chartered Financial Consultant at Financial Strategies of Lake Norman, Inc.. Bryan Stanfill brings experience from previous roles at The Stanfill Agency, Inc. and John Hancock Life Insurance Company (U.S.A.). Bryan Stanfill holds a 1988 - 2008 ChFC in Financial Services @ The American College. With a robust skill set that includes Financial Planning, Estate Planning, Investments, Retirement, Securities and more. Bryan Stanfill has 1 mobile phone numbers on RocketReach.
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