Colonial Asset Management Inc

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.

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

Services: for you Elliott Davis Investment Advisors Highly Ranked on CPA Wealth Provider Magazine List Elliott Davis Investment Advisors To Hold Retirement Income Security Seminar We collect nonpublic personal information about you from the following sources: Information we receive on applications or other forms and information about your transactions with our affiliates, others, or us. We do not disclose any non-public information about our current or former customers to any non-affiliated 3rd parties, except as permitted by law or in order to provide the current services. Our employees have limited access to your personal information based on their responsibilities to provide products or services to you. Be assured that we maintain physical, electronic and procedural safeguards in compliance with federal standards to protect your information. Private client information will not be disclosed for any purposes of marketing and/or solicitation of business. Pursuant to the Securities Exchange Commission Brochure Rule 204-3, of the Investment Advisers Act of 1940, investment advisers are required to offer a copy of Form ADV, Part II to every advisory client on an annual basis. If you are interested in receiving a free updated 29607. All content on this site is property of Elliott Davis Investment Advisors unless otherwise noted and should not be used without permission. Elliott Davis Brokerage Services, LLC is a member of FINRA and SIPC. Securities Offered through Elliott Davis Brokerage Services, LLC.