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.
RETIREMENT PLANNING
Saving for retirement is rarely easy. Balancing your short term needs with the goal of ensuring a secure retirement, requires guidance and advice. Let our trusted advisors assist you in preparing for life after work.
Learn more on the Investor Connection – Preparing for Your Future page.
Check the background of this investment professional on FINRA's BrokerCheck.
ONLINE BROKERAGE
LPL Brokerage is a complete online brokerage service from LPL Brokerage
Services, Inc. You can open a brokerage account, view current account status and holdings, get quotes, conduct trades, and obtain up-to-date market information.
Learn more on LPL Account View
INSURANCE
Carolinas Telco Capital Advisors offers insurance options at affordable rates to help protect you and your family.
529 COLLEGE SAVINGS PLAN
A 529 College Savings Plan is a tax-advantaged option to save for the costs associated with higher education. The account can be used for qualified educational expenses, including tuition and housing costs while in school.
Learn more on the Investor Connection – Preparing for Your Future page.
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.