ÑÇÖÞÎÞÂë

About Us Our Company Worldwide locations Regional locations ÑÇÖÞÎÞÂë® Financial Network of the Carolinas The Carolinas locations & financial professionals

The Carolinas locations & financial professionals

Principal® Financial Network of the Carolinas
North Carolina offices
Boone

NC
United States

828-963-7717
Charles Canady, AWMA®, CLU®
canady.charles@principal.com
828-963-7717
 Charlotte

401 McCullough Drive
Suite 210
Charlotte, NC 28262
United States
Robert Kaniuk, CFA®
kaniuk.robert@principal.com
704-716-2480
Charlotte area

NC
United States

Gerard Nieters, FSS, LUTCF®
nieters.gerard@principal.com
704-367-5147
Kevin Phinney, CFP®
phinney.kevin@principal.com
704-219-2629
 Coats

140 N. McKinley Street
Coats, NC 27521
United States

919-443-6621
Ryan T. Pope, CFP®, RICP®
ryan@popefinancialservices.com
919-443-6621
 Cornelius

20621 N. Main St
Cornelius, NC 28031
United States

704-892-1646
Rob Higgins*, AIF®
rhiggins@fcapllc.com
704-892-1646
 Davidson

3110 Streamside Drive
Davidson, NC 28036
United States

704-622-6679
 Greensboro

603 Dolley Madison Road
Suite 112
Greensboro, NC 27410
United States

336-834-4004
Jeri D'Lugin, JD, AEP®, AIF®, CLU®
d'lugin.jeri@principal.com
336-834-4004
 Mebane

NC
United States

336-260-8585
 Mooresville

107 Kilson Drive
Suite 102
Mooresville, NC 28117
United States

704-663-7040
New Bern

1329 South Glenburnie Rd
Suite A
New Bern, NC 28562
United States

252-632-0669
 Raleigh

4141 Parklake Avenue
Suite 450
Raleigh, NC 27612
United States

919-745-2040
Richard D. Harris, CLU®, ChFC®
harris.rick@principal.com
919-755-8661
Carey J. Hunter, CLU®
hunter.carey@principal.com
919-755-8669
Joseph Lloyd, AAMS®, CRPC®
lloyd.joseph@principal.com
919-745-2048
Craig Maples, CLU®, ChFC®
maples.craig@principal.com
919-755-8660
Craig B. Miller, CFP®, CRPC®
miller.craig@principal.com
919-755-8662
Randy M. See, MBA, CFP®, CLU®, RICP®
see.randy@principal.com
919-755-8665
Triangle Area

NC
United States

Andréa Hardy, CFP®, ChFC®
achardy@thehardyfinancialgroup.com
704-272-2202
Winston-Salem

2990 Bethesda Place
Suite 601A
Winston-Salem, NC 27103
United States

336-970-5118
South Carolina offices
Bluffton

27 Augustine Rd
Bluffton, SC 29910
United States

843-683-5490
 Hilton Head Island

200 Main Street
Suite 101 H
Hilton Head Island, SC 29926
United States

843-682-4900
Christopher Tassone, AEP®, CFP®
tassone.christopher@principal.com
843-682-4900
 Irmo

7554 Woodrow Street
Suite 110
Irmo, SC 29063
United States

803-727-3934
 Little River

1318 Reflection Pond Drive
Little River, SC 29566
United States

631-335-4097
Christopher W. Bibow, MBA, FIC
bibow.christopher@principal.com
631-335-4097
 Moore

434 Glen Crest Drive 
Moore, SC 29369
United States

864-621-4180
Gregory J. Allen, RICP®, LUTCF®
allen.greg@principal.com
864-621-4180
 Mount Pleasant

1501 Belle Isle Avenue
Suite 240
Mount Pleasant, SC 29464
United States

843-388-0811
Summerville

201 Sigma Drive
Suite 300
Summerville, SC 29483
United States

843-800-2633
 Virginia offices
Midlothian

201 Wylderose Commons
Suite 100
Midlothian, VA 23113
United States
Richmond

919 E. Main Street
Suite 100
Richmond, VA 23219
United States

804-419-8969

Get to know us

We'd like to get to know you and share how we can work together to help solve problems and make a difference. 

Interested in working with us?

We work with both new and experienced financial professionals. Reach out if you're interested in partnering with us, and a member of our leadership team will be in contact shortly.
connect with us

Research our firm with .

The Financial Professionals in the Principal® Financial Network of the Carolinas are licensed in the states they have satisfied qualification requirements to offer insurance products, life insurance (including variable life), annuities (including variable annuities), securities and investment advisory services. 

This site is not a solicitation of interest in any of these products in any other state. The member companies of the ÑÇÖÞÎÞÂëFinancial Group neither endorses, explicitly or impliedly, any of the third party entities. 

 
Insurance products issued by ÑÇÖÞÎÞÂëNational Life Insurance Company (except in NY), ÑÇÖÞÎÞÂëLife Insurance Company® and the companies available through the Preferred Product Network Inc. Securities and advisory products offered through ÑÇÖÞÎÞÂëSecurities, Inc., member SIPC. Referenced companies are members of the ÑÇÖÞÎÞÂëFinancial Group®, Des Moines, IA 50392. 

*Non-securities registered; insurance licensed financial professional.  

Important Consumer Information: Financial Professionals of ÑÇÖÞÎÞÂëSecurities® who are part of the Principal® Financial Network of the Carolinas may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he or she is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by any of the Financial Professionals of ÑÇÖÞÎÞÂëSecurities 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 state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he or she represents, contact your state securities law administrator. 

ÑÇÖÞÎÞÂëLife maintains certificates of authority to transact insurance in all 50 states. ÑÇÖÞÎÞÂëLife NAIC identification number is 61271. ÑÇÖÞÎÞÂëNational NAIC identification number 71161.