Lincoln Investment Planning
Charlotte Vining has a diverse work experience in the financial industry. Charlotte started their career as a Branch Operations and Staff Manager and Registered Sales Associate at LPL Financial in 2004. Charlotte worked there until 2016. From 2016 to 2019, they worked as a Client Service Representative at Carson Wealth. After that, they joined CREATING & MANAGING WEALTH, L.L.C. as a Wealth Advisor Associate, where they worked until 2022. Currently, they are working as a Virtual Sales Assistant II at Lincoln Investment.
Charlotte Vining's education history includes attending Harrison College-Marion. However, the dates of enrollment and degree obtained are not specified. Additionally, they received a Certificate in Leadership from Leadership Lewisville. No specific field of study is provided for either educational experience. Moreover, Charlotte has obtained several certifications, including a General Lines Agent certification from the Texas Department of Insurance, a Notary Public certification from the State of Texas, a Series 6 License from FINRA, and a Series 63 License, also from FINRA. The specific months and years when these certifications were obtained are not mentioned.
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