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DirectoryAllison Bradley
Work history
New South Wealth Management
Administrative AssistantCurrent (about 3 years)DCOTA Construction
Office ManagerJul 2020 - Feb 2022 (over 1 year)GASTON COUNTY SCHOOLS
Substitute TeacherOct 2016 - Mar 2020 (over 3 years)Carolinas HealthCare System
Patient Access SpecialistSep 2012 - Mar 2015 (over 2 years)Carolinas HealthCare System
Psychiatric TechnicianNov 2009 - Sep 2012 (almost 3 years)
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Description
Private Wealth Management Firm specializing in helping individuals, families and small business owners in the areas of risk management, wealth accumulation and wealth preservation/distribution. To schedule an appointment: https://calendly.com/newsouthwealth Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and New South Wealth Management are not affiliated.
Company phone+18773226796
Company websitenewsouthwealth.com
LocationCharlotte, North Carolina, United States, 5960 Fairview Rd
Industryfinancial services
Employees13
Twittertwitter.com/newsouthwealth
LinkedInlinkedin.com/company/new-south-wealth-management
Facebookfacebook.com/newsouthwealth
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