Chip Estes Email & Phone Number
President @ Independent Life Insurance Agent
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Chip Estes Location
- Lexington, SC, US
Chip Estes Work
- 2014 -now President @
- 2013 -2014 Financial Advisor - College Planning and Funding @ NCFS Carolina
- 2008 -2012 Wealth Financial Advisor - Bank Officer @
- 2007 -2008 Financial Advisor @
- 2004 -2007 Registered Rep and Insurance Agent @
Chip Estes Education
- Clemson University
Bachelor's Degree (Engineering)
1980-1985
Chip Estes Skills
- Financial Planning
- Retirement Planning
- Retirement Income Strategies
- Wealth Management
- Wealth Accumulation
- Wealth Transfer
- Small Business Financial Management
- Money Management
- Budgeting
- Stock Market
- Stocks
- Bonds
- Fixed Annuities
- Indexed Annuities
- Fixed Income Strategies
- Series 6
- Series 63
- series 66
- Series 7
- Hold Series 7
- Debt Management
- Debt Elimination
- Life Insurance
- Retirement Plan Consulting
- Qualified Retirement Plans
- Retirement Solutions
- Anti Money Laundering
Chip Estes Summary
- Chip Estes, based in Lexington, SC, US, is currently a President at Better Things Financial Partners LLC. Chip Estes brings experience from previous roles at NCFS Carolina, BB&T, Bank of America and New York Life & MainStay Investments. Chip Estes holds a 1980 - 1985 Bachelor's Degree in Engineering @ Clemson University. With a robust skill set that includes Financial Planning, Retirement Planning, Retirement Income Strategies, Wealth Management, Wealth Accumulation and more. Chip Estes has 1 emails on RocketReach.
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Chip Estes
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