Charlotte, NC | Personal Information

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About Us
Who We Serve
What We Do
- Advisory Services
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Client Login
Contact
Start Here

Do Not Sell My Personal Information

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Know My Plan

11215 N. Community House Rd., Woodward Building – Suite 775Charlotte, NC 28277

Phone:

(704) 243-9376

EMAIL:

nic@knowmyplan.com
jeff@knowmyplan.com

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

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 Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Know My Plan 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: IL, MO, NM, NY, NC, PA, SC, TX

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