Edward Jones - Financial Advisor: Lindsey R Caughel, CFP®
Why pick this one
Lindsey R Caughel is a CFP® financial advisor in Brevard offering strategy reviews, account opening, and support with major financial events.
Best for
- Clients seeking a CFP® financial advisor in Brevard
- Introductory financial consultations
- Reviewing an existing financial strategy
- Opening an investment account
- Planning for a major financial event
Specialties
- financial strategy reviews
- investment account opening
- financial planning for major financial events
Certifications
- CFP®
What makes them different
- Lindsey R Caughel holds the CFP® certification
- The office is located at 1301 Asheville Hwy Suite B in Brevard, North Carolina
- Weekday office hours run from 8:30 AM to 4:30 PM
- Consultation options include introductory consultations, strategy reviews, account opening, and support with major financial events
- The contact form accommodates planned investments from less than $250K through $1MM+
Distilled from this business's own website.
Contact & Location
- Address
- 1301 Asheville Hwy, Suite B, Brevard, NC 28712
- Phone
- 8288847662
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- lindsey.caughel@edwardjones.com
Services
- financial advising
- investment planning
- financial strategy consultations
- account opening