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Konstantinos Hemmerly

Advisor at LPL Financial

Updated today

Location

Emeral Isle, NC

Credentials

Series 66

Industry experience

20 years

About

Konstantinos Hemmerly is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2009. He also operates a separate business under the name Fidelis Wealth Management. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions, supported by in-house research and multiple delivery options, combining large-scale advisory operations with additional financial product services.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

Emeral Isle, NC

Most active in

North Carolina

Work history

LPL FINANCIAL

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Gavin L

Series 66

Morehead City, NC

Sollinda Capital Management LLC

Gavin Langley is a financial advisor with Sollinda Capital Management LLC, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Saxony Securities Inc, Capital Investment Group, Inc., and Bogue Sound Financial, where he is also involved as a business activity. Langley serves as a committee member at First Methodist Church in Morehead City, NC. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans. The firm employs multiple proprietary investment strategies and primarily manages accounts on a discretionary basis using liquid public securities, with an emphasis on allocation and risk management.

Active portfolio management Passive / index investing Tax-loss harvesting Annuities
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Caleb R

Series 65

Swansboro, NC

PracticeCFO Investments

Caleb Rich is a Series 65-licensed advisor with PracticeCFO Investments in Swansboro, North Carolina. He is part of a ten-advisor team at the firm. PracticeCFO Investments provides investment management, strategic personal and business financial planning, retirement plan advisory, insurance placement, and tax and accounting services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm uses a hybrid investment approach based on Modern Portfolio Theory, combining low-cost passive ETFs with tactical asset allocation and formal Investment Policy Statements to guide portfolio management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Founder/Business Owner Retired
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Laura C

Series 63, Series 65

Swansboro, NC

Credit Union Investment Services

Laura Connors is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and four years of industry experience. She has held roles at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. She is also a manager of Connacht, LLC, a family business. Credit Union Investment Services serves individual investors and trust clients in North Carolina, providing non-discretionary portfolio management and financial planning with a focus on low-cost, index-based mutual funds and ETFs. The firm’s advisers are salaried employees of the parent credit union, and clients retain final decision-making authority over their accounts.

General retirement planning Passive / index investing
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Caroline G

Series 63, Series 66

Morehead City, NC

Credit Union Investment Services

Caroline Georgiadis is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 66 licenses and with 20 years of industry experience. Her career includes roles at Allegacy Federal Credit Union and Cuso Financial Services, as well as current positions with Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. She also serves as a Financial Advisory Services Specialist and insurance agent within the SECU network. Credit Union Investment Services serves primarily North Carolina residents, focusing on individual investors and some trust clients. The firm offers non-discretionary portfolio management, retirement and financial planning, and emphasizes low-cost, index-based mutual funds and ETFs within a goals-based, long-term planning framework.

General retirement planning Passive / index investing
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Steven J

Series 66

Morehead City, NC

Good Life Advisors, LLC

Steven Jones is a financial advisor with Good Life Advisors, LLC in Morehead City, NC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Advisors before joining Good Life Advisors and LPL Financial in 2016. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team-based approach with multiple methods of analysis to tailor advice and offers a range of programmatic investment solutions alongside educational seminars and subscription planning services.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Angelia K

Series 63, Series 66

Morehead City, NC

Capitol Securities Management, Inc.

Angelia King is a financial advisor with Capitol Securities Management, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Capitol Securities Management since 2014 and was previously with Silver Linings from 2020 to 2021. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by offering brokerage and investment advisory services, comprehensive financial planning, and pension consulting. The firm manages assets through various accounts and programs, utilizing a range of investment instruments and providing access to third-party money managers and model portfolios.

Founder/Business Owner Retired Executive
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