John Gugle's Location
Charlotte, North Carolina, United States
John Gugle's Work
- VP, Wealth Consultant @ LPL Financial
- Mortgage Banker @ Atlantic Bay Mortgage Group
- Mortgage Loan Officer @ LemonBrew
- Co-Owner and Principal @ Alpha Financial Advisors, LLC
- Financial Planner @ Carroll Financial
- Financial Advisor @ New York Fitness
- Senior Manager @ Morgan Stanley
- Senior Consultant @ PwC
- Project Manager @ JPMorgan Chase & Co.
John Gugle's Education
- University of Notre Dame
BBA (Finance & Japanese)
1988 - 1992 - College for Financial Planning
CFP® Certification Professional Education Program (Financial Planning)
2004 - 2005 - Sophia University
One year study abroad (Japanese)
1989 - 1990
- St. Charles Preparatory1984 - 1988
John Gugle's Skills
- Wealth Management
- Retirement Planning
- Financial Planning
- Portfolio Management
- Investments
- Investment Advisory
- Insurance
- Asset Management
- Financial Advisory
- Asset Allocation
John Gugle's Summary
John Gugle, based in Charlotte, North Carolina, United States, is currently a VP, Wealth Consultant at LPL Financial, bringing experience from previous roles at Atlantic Bay Mortgage Group, LemonBrew, Alpha Financial Advisors, LLC and Carroll Financial Associates. John Gugle holds a 1988 - 1992 BBA in Finance & Japanese @ University of Notre Dame. With a robust skill set that includes Wealth Management, Retirement Planning, Financial Planning, Portfolio Management, Investments and more, John Gugle contributes valuable insights to the industry. John Gugle has 2 emails on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the John Gugle you were looking for?
Find contact details for 700 million professionals.
Others Named John Gugle
-
1
People Like John Gugle
-
22
-
35+
-
11
-
1
-
22
-
35+
-
31
-
42
-
15+
-
15+
-
View
Sarah Saxton
Communications Lead - Climate Finance Accelerator at PwC UK
West Yorkshire, Kirklees, United Kingdom1 -
32
Top LPL Financial Employees
-
15+
-
55+
-
25
-
32
-
35+
-
View
Heather Broderick
SVP, Chief of Staff | Sales Data and Enablement at LPL Financial
San Diego, CA, US35+ -
35+
-
35+
-
5+
-
55+
-
55+
-
45+
-
45+
-
33
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
