Carolinas Telco Capital Advisors, is a Wealth Management program providing service to Carolinas Telco Credit Union members.
Their mission: Deliver valued strategies for all members’ financial needs – whatever their stage in life. Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
JOE JASPERS, CFP®
Check the background of this investment professional on FINRA's BrokerCheck.
ANNA DAVIS
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Carolinas Telco FCU and Carolinas Telco Capital Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Carolinas Telco Capital Advisors, and may also be employees of Carolinas Telco FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Carolinas Telco FCU or Carolinas Telco Capital Advisors. Securities and insurance offered through LPL or its affiliates are:
LPL Financial Form CRS http://www.LPL.com/CRS
Carolinas Telco Federal Credit Union ("CTFCU") provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay CTFCU for these referrals. This creates an incentive for CTFCU to make these referrals, resulting in a conflict of interest. CTFCU is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
