A.G.P. is pleased to announce the opening of its first branch office in Charlotte, North Carolina
A.G.P. has expanded its retail services with its Charlotte office at 700 East Blvd. The office is supporting the following team:
A.G.P. has expanded its retail services with its Charlotte office at 700 East Blvd. The office is supporting the following team:
James Pinzker, Managing Director of Investments, formerly with B Riley, 29-year veteran of the industry.
Wells Van Pelt, Managing Director of Investments, formerly with Stifel, Nicolaus, 47-year veteran
Jonathan Moody, CFP®, formerly with Stifel Financial Patricia Van Pelt, Client Services, formerly with Stifel, Nicolaus Sarah Peter, Client Services, formerly with B Riley
A.G.P. CEO/Executive Chairman, Phil Michals , commented: “We are looking forward to continued growth in the southern regions. We are excited about the team that has come together for our North Carolina office and its mix of veterans and younger representatives who will provide service to the region.”
A.G.P. National Sales Manager, Eric Steingruebner, JD, CFP® commented: “This is a great expansion for the firm, and we are excited to add the team in the Charlotte office to our growing advisor base. We look forward to supporting their business and helping them provide outstanding service to clients.”