Lpl Financial

LPL Financial Corporation, situated in Charlotte, NC, operates as an independent broker-dealer, offering a wide range of investment products, advisory services, and holistic wealth management solutions. Catering primarily to financial advisors, institutions, and registered investment advisors (RIAs), the company equips them with essential resources and cutting-edge technology platforms to deliver tailored financial advice. With a focus on bolstering advisors' efficiency and autonomy in navigating the intricate financial services sector, LPL Financial provides vital support in compliance oversight, practice management, and streamlined technology services. By empowering advisors with the tools and guidance needed for effective client engagement, the corporation plays a pivotal role in enhancing the industry's standards and fostering a culture of excellence. Generated using this brand's available information

Valta, Inc. in Charlotte, NC, is a financial management firm dedicated to helping individuals achieve a Life of Significance through comprehensive financial strategies and self-actualization. With a team of Subject Matter Experts, Valta empowers clients to take control of their financial future and work towards successful retirement. Specializing in designing personalized financial plans, Valta aims to guide individuals towards financial independence and assist them in funding their most resonant goals. As a registered representative offering securities through Cambridge Investment Research, Inc., Valta prioritizes helping clients become the CEOs of their own lives.Generated from the website

David L. Conner has over 25 years of experience in financial and estate planning and specializes in helping clients live and enjoy the lives they envision for themselves and their families. A 1988 graduate of the University of North Carolina at Chapel Hill with a double major in Economics and Political Science, David works with families and businesses throughout North Carolina and the Southeast developing strategies to enhance their financial position, achieve financial growth, and maximize retirement income and security. David is the recipient of numerous awards including The National Quality Award, The National Sales Achievement Award and The Million Dollar Round Table where he is Top of the Table member. He also is a past President of the Gaston County Association of Insurance and Financial Advisors.