Megan Lokitis, CFP
Alpha Financial Advisors
Certified Financial Planner in Charlotte, NC
http://clearviewwealthmgmt.com
Address:11325 N Community House Rd Ste 410
Charlotte, NC 28277
About Megan Lokitis
Megan Lokitis is a financial professional at Alpha Financial Advisors located in Charlotte, North Carolina. Megan Lokitis holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Megan Lokitis provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Megan Lokitis11325 N Community House Rd Ste 410
Charlotte, NC 28277
Phone Number:
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Website:
http://clearviewwealthmgmt.com
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