Home
About
Resource Center
Tools
- Glossary
- Tax Resources
Contact
Client Login

Q4 2024 Plan Participant Newsletter (Spanish)

Contact

Office: (704) 247-9493

Mobile: 704-942-1585

5960 Fairview Rd. Suite 104

Charlotte, NC 28210

jim.mccollom@lpl.com

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through CORE Advisory Group, LLC, a registered investment advisor. CORE Advisory Group and Fairview Strategic Planning, LLC are separate entities from LPL Financial.

The LPL Financial registered representative associated with this website may discuss and/or transact securities business only with residents of the following states: District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, New York, North Carolina, Oregon, South Carolina, South Dakota and Virginia.