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  • OSJ@wealthplanfinancial.com

C. Rex Strickland ChFC, CLU, CRPC®, AWMA, AAMS, CMFC, AEP®

  2. C. Rex Strickland ChFC, CLU, CRPC®, AWMA, AAMS, CMFC, AEP®

C. Rex Strickland ChFC, CLU, CRPC®, AWMA, AAMS, CMFC, AEP®

Financial Advisor, Cambridge Investment Research, Inc. 
Office: (828) 389-5030
Email:  rstrickland@wealthplanfinancial.com

Rex has been in the financial services industry since 1984 and has passed the Series7, Series 6, Series 63 exams and has passed the Series 24 Principal exam. He is a registered representative of Cambridge Investment Research Inc.

Rex specializes in estate planning and pre/post-retirement planning. As a financial advisor, he will listen to you and help you define your objectives and focus on your desired outcome by providing you with expert recommendations that will help you achieve your specific goals. He will guide you through the planning process and make these recommendations based on your unique situation. He will help support and protect your growing legacy.

Rex and his wife, Lisa, reside in the beautiful resort community of Hayesville located in western North Carolina. He enjoys working and spending time with his family. He also enjoys hiking and rock climbing.

Address

3540 Toringdon Way Suite 200
Charlotte, NC 28277

Phone

(704) 357-1099

    Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Click Here for Cambridge’s Form CRS 2.

    Registered Representatives of Cambridge Investment Research, Inc., are collectively registered in the following states for the sale of securities products: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MS, MT, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI & WV.

    Cambridge Investment Research Inc., and WealthPlan Financial Group are not affiliated. 

    The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.

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