Cardinal Advisors corporate office is located in 8307 University Executive Park Dr Ste 252, Charlotte, North Carolina, 28262, United States and has 11-50 employees.
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Departments
Number of employees
Finance
6
Sales
6
Operations
3
C-Suite
3
| Location | People at location |
| North America | 1-10 |
Explore people who held key positions, contributed to Cardinal Advisors's success, and advanced their careers.
Director, Financial Pl... at Cardinal Retirement Pl...
Worked as Insurance Broker
at Cardinal Advisors (2017-2021)
President & Chief Exec... at Cardinal Retirement Pl...
Worked as Vice President
at Cardinal Advisors (2012-2021)
Independent Financial ... at Ramer Retirement Resou...
Worked as Licensed Insurance Agent
at Cardinal Advisors (2018-2019)
Team Lead and Break-Fi... at Cabarrus County School...
Worked as Licensed Insurance Agent
at Cardinal Advisors (2020-2021)
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Cardinal Guide specializes in retirement planning, addressing the seven primary concerns retirees face, including Social Security, Medicare, and long-term care. They offer personalized solutions through an insurance brokerage model, ensuring clients receive tailored advice that aligns with their financial goals. The company also provides educationa... Read More