Associates

Stuart Gaston

Ashley Hickman

Sandra P. Jameson

Karol Anne Kahrs

Janet A. Metzinger

Rick  Slone

Contact Info

EXECUTIVE PLANNERS NC INC. We put your trust to work 30 Green Acres Avenue
Brevard, NC 28712
Map and Directions

Phone: 828-877-8626
Fax: 828-966-3994

ashley@executiveplannersnc.com

 

Additional Pages

  • This Web site offers links to companies with whom we have business relationships. Once a hyperlink is activated, you will be leaving this Web site and operate outside of this Web site. Neither we nor Transamerica Financial Advisors (TFA) is responsible for the validity, completeness or accuracy of any information provided on those sites to which you may link. Furthermore, neither we nor TFA shall be liable for any direct or indirect system damage or other problems you may incur as a result of linking to any other Web site, including any consequences arising from your accessing third-party technologies, sites, information and programs made available through this Web site.

    Client Access
 

Janet Metzinger and Rick Slone are Investment Advisor Representatives with Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, SIPC and Registered Investment Advisor.  Non-Securities Products are not offered through TFA.  TFA is not affiliated with Executive Planners NC, Inc.  Neither TFA nor its representatives provide legal, tax, nor accounting advice.  Persons who provide such advice do so in a capacity other than as a registered representative of TFA.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.
A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment advisor, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment advisor, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment advisor, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

Janet Metzinger is registered to sell Securities in the following states:
California, Colorado, Florida, Georgia, Iowa, Indiana, North Carolina, New York, Pennsylvania, South Carolina, Wisconsin.

Rick Slone is registered to sell Securities in the following states:
Illinois, Indiana, North Carolina and Texas..

 

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