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Charlotte Wealth Advisors

Printed from: www.charlottewealthadvisors.com

LPL Financial Form CRS

Securities are offered through LPL Financial, Member FINRA/SIPC.  Charlotte Wealth Advisors is an other business name of Independent Advisor Alliance, LLC.  All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.  Independent Advisor Alliance, LLC is a separate entity from LPL Financial. 

The LPL Financial representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.  No offers may be made or accepted by residents of any other state.

LPL Financial Form CRS:  www.lpl.com/CRS

  1. Independent Advisor Alliance's Form CRS:  https://bit.ly/IAAFormCRS
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