Call: (704) 940-0103
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Wall Street Insights

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Keeping pace with Wall Street through independence powered by LPL Financial.Read more

Main Street Values

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A family-owned firm, we build relationships based on trust, honesty & accountability.Read more

Convenient to Charlotte, NC

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We proudly serve clients in Charlotte, the Lake Norman area, and moreRead more

Located in Davidson, NC

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Our office is located across the street from the North Harbor Club in Davidson, NCRead more

RSS From the LPL Research Team

  • Weekly Market Performance – Markets Mixed On Banking Concerns March 17, 2023
  • Back to December March 17, 2023
  • Update on Credit Suisse situation March 16, 2023
  • Taking A Closer Look at the Fed’s New Bank Term Funding Program (BTFP) March 15, 2023
  • Three Implications of the Latest Inflation Release March 14, 2023
  • Dissecting Recent Bank Failures March 13, 2023
  • Weekly Market Performance – Markets Decline On Continued Inflation Concerns March 10, 2023
  • Are Airlines Ready for Takeoff? March 10, 2023
  • S&P GICS Sector Changes Coming March 17 March 8, 2023

Contact Us

Email
[email protected]

Phone
Office: (704) 940-0103
Toll-Free: (855) 822-4702

Address
120 Main Channel Drive
Mooresville, NC 28117

What We Do

Important Disclosures

Check the background of brokers at this firm on FINRA’s BrokerCheck. The LPL Financial registered representatives associated with this site may only discuss and/or transact business with residents of the following states: AZ, CA, CO, FL, GA, IL, KY, MD, MI, MN, MO, NC, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WI, WV. Securities and advisory services offered through LPL Financial, a Registered Investment Adviser and member: FINRA / SIPC.

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