Know My Plan - Building Financial Plans Together
Financial Advising
Hours:
Woodward Building, 11215 N Community House Rd Suite 775, Charlotte NC 28277
Hours
Most Recent Comments
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August 2023
Nic and Jeff are the best in the business. They have an amazing talent of making complex ideas easy to understand. Thrilled that they are my financial advisor team!
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December 2021
Nic's insight has been very helpful with my retirement planning. He's always very responsive, and his insight has proven time and time again to be on target with my goals. I trust Nic fully and would highly recommend his services!
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December 2021
I've recommened Nic and Jeff to all of my family and friends.
More Comments(11)
From Know My Plan - Building Financial Plans Together
Securities are offered through LPL Financial, Member FINRA/SIPC. Know My Plan is an other business name for 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 securities business only with residents of the following states: IL, MO, NM, NY, NC, PA, SC, TX
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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