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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kittrell is an Investment Advisor Representative at Modera Wealth Management, LLC. Jeffrey is a Certified Financial Planner with over 20 years of experience in the financial services industry. Jeffrey is also a registered Investment Advisor in North Carolina and Texas. Jeffrey is committed to providing personalized financial advice to individuals, families, and businesses. Jeffrey has a strong track record of success in helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NC
07/10/2024 - Present
Modera Wealth Management, LLC (SOUTHERN PINES NC)
IA
Issued 09/06/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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