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(704) 658-1929
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139 West McNeely Avenue
Mooresville, NC 28115

Dream It. Plan It. Pursue It.®

Securities and advisory services offered through LPL Financial. A registered investment advisor. Member of FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona (AZ), California (CA), Connecticut (CT), Florida (FL), Georgia (GA), Maryland (MD), Minnesota (MN), Mississippi (MS), North Carolina (NC), Ohio (OH), Oregon (OR),  Rhode Island (RI), South Carolina (SC), Tennessee (TN), and Virginia (VA). We are licensed to sell insurance products in the following states of: Florida (FL), North Carolina (NC), Pennsylvania (PA), South Carolina (SC), and Tennessee (TN).

LPL Financial Form CRS

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