C.B. “Doc” Faulkner entered the financial services industry in 1980 and was a top producer with The Equitable Life Assurance Society of the United States and in 1986 he became a producer with Mutual of Omaha (Health Insurance Division) and United of Omaha (Life Insurance Division). Mr. Faulkner ranked Number 14 with the company his first year as a Life Insurance Producer with United of Omaha with over 1.3 Million dollars of Life Insurance production and was among the top leading producers in Disability Income Insurance for many years with Mutual of Omaha Health Insurance Company. Mr. Faulkner earned the prestigious designation of CFP (Certified Financial Planner) in 1988 and completed Life Underwriters Training in Disability Income 1989. In 1990 He pursued and achieved his Series 7 General Securities License as a Licensed Stockbroker and worked for many years with various securities firms in St. Louis and was a Financial Planner with Waddell and Reed for several years.
“Doc” Faulkner is currently an Independent Financial Advisor and President of Financial Freedom Group of Charlotte, North Carolina where he continues his financial planning and insurance practice. He also conducts financial freedom workshops for organizations such as small businesses, churches and other not-for-profit groups. He is a consultant and practitioner in Insurance, Investments and Retirement Planning, specializing in Tax-Free Retirement and Safe Money strategies for young professionals, Pre-retirees as well as retirees. “Doc” Faulkner is currently licensed to conduct business in several states including NC, SC, MO, OH, GA, and CA.
