Clarence 'Chip' H. Slaughter III
Wealth Manager
Bio
“I’m not obligated to promote any particular product. The recommendations I make are based solely on your unique needs and goals. I’m not limited to certain types of products. I have the freedom to use what works best for your situation and the flexibility to make smart changes in the future.” - Clarence ‘Chip’ H. Slaughter III
Since 1995, Chip has defined his role as an advocate for clients who require specialized financial and advisory services. He takes the whole financial picture of individuals, families, professionals and corporations into consideration when creating a plan and aims to deliver an unprecedented level of personalized service.
Chip’s career began as a Relationship Manager with Bank of America in 1990. In 1995, he joined the Principal Financial Group as a Financial Advisor. Chip is a member of the National Association of Insurance and Financial Advisors (NAIFA) and is the Managing Director of the North Carolina Physicians’ Retirement Strategy (NCPRS), a wealth growth and preservation strategy endorsed by the North Carolina Medical Society since 2008.
Outside of work, Chip enjoys golf, working out, spending time outdoors, and reading.
cslaughter@bbridgefin.com
336.549.4045
2965 Maple Branch Drive, High Point, NC 27625
schedule an appointment
Affiliations
Niche
Education
Westover Church, Greensboro, NC [Usher and Safety Team], National Association of Insurance and Financial Advisors (NAIFA) [Member], Hands of Hope Orphan Care Ministry-Zimbabwe [Volunteer], Salvation Army [Volunteer], PGA Tour [Scoring Official], Feeding Lisa's Kids [Fundraising and Meal Delivery], NCPRS, NC Medical Society [Premier Partner]
physicians
medical professionals
business owners
individuals
family legacy planning
university of north carolina - greensboro, 1992, psychology/economics
Experienced In
asset preservation strategies
tax
minimization
retirement income planning via the roadmap™
comprehensive
financial planning
Licenses & Registrations
Series 6
Series 63
Series 65
Securities Registration States:
Insurance Registration States:
Series 6:
Investment Company/Variable Contracts Products Limited Rep.
Held with LPL Financial
Series 63:
Uniform Securities Agent
Held with LPL Financial
Series 65:
Uniform Investment Adviser
Held with Independent Advisor Alliance
Securities Registration States:
CA, CT, FL, GA, HI, IL, IN, MA, MN, NC, SC, TN, TX, VA
Insurance Registration States:
CA, CT, FL, GA, HI, IL, IN, MA, MN, NC, SC, TN, TX, VA
Investment Company/Variable Contracts Products Limited Rep.
Uniform Securities Agent
Uniform Investment Adviser
CA, CT, FL GA, HI, IL, IN, MA, MN, NC, SC, TN, TX, VA
CA, CT, FL, GA, HI, IL, IN, MA, MN, NC, SC, TN, TX, VA
Held with LPL Financial
Held with LPL Financial
Held with IAA
Life, Health, Accident, LTC
