Brian Karg

Financial Advisor United Brokerage Services Inc Division of United Bank @United Bank

Wilmington, NC, US
EMAILS
b••••••••@bankwithunited.com
MOBILE NUMBERS
+19•••••••40

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WORK HISTORY

Apr 2022 — Present

Financial Advisor United Brokerage Services Inc Division of United Bank @United Bank

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Brian is a Certified Retirement Counselor (CRC®) who helps clients through a combination of experience, expertise and personalized guidance tailored to meet your goals, Brian can help you plan for your future – while meeting today’s needs. Whether you have been investing for years or need to rollover your first 401-k, Brian will work with you through every step, educating you on your available options and future possibilities. Brian combines uniqueness & teamwork in areas of income planning, asset growth and protection strategies for long-term client results.United Brokerage Services, Inc. Member FINRA / SIPC

EDUCATION

1994 — 1998

Gannon University

BS, Business Management

SKILLS

Loan OriginationConsumer LendingReal EstateNegotiationBankingRisk ManagementSalesMortgage LendingTime ManagementFinanceManagementSeries 7Customer ServiceCreditLoans

ABOUT BRIAN KARG

Personal Investments & Retirement Solutions Summary: Brian Karg CRC® is a…

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