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Investment Portfolio

Broker Dealer Overview

Advisory Platform

3rd Party Asset Management

Mutual Funds

Trading Platform

Alternatives and REITs

 

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Raleigh, NC

900 Ridgefield Dr
Suite 130
Raleigh, NC 27609
919-782-0287

Not all registered representatives with our firm are able to offer advisory services. See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.

Advisory Services are offered to residents of NC, SC, and VA through representatives of Lincoln Financial Securities Corporation.

Lincoln Financial Securities Corporation and The Carolinas Financial Network are not affiliated.

LFS-2659370-072819

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