Individual Planning

Individual Planning

HERE FOR YOU. EVERY DAY.

HERE FOR YOU. EVERY DAY.

We can help you
plan to meet your
financial goals.

We can help
you plan to
meet your
financial goals.

Your priorities are our priorities
at Carolina Alliance Bank.

Your priorities are our priorities
at Carolina Alliance Bank.

Through LPL Financial, Carolina Alliance Bank offers access to comprehensive investment strategies, including investment management, retirement planning, 401(k) and IRA rollovers and small business retirement plans.

Through LPL Financial, Carolina Alliance Bank offers access to comprehensive investment strategies, including investment management, retirement planning, 401(k) and IRA rollovers and small business retirement plans.

LPL Financial is a full-service broker-dealer with a financial representative located at Carolina Alliance Bank. The placement of these services in your bank is designed to assist you in fully integrating all your financial activities into one convenient location.

LPL Financial prides itself on offering access to non-proprietary products only. This helps ensure objectivity in the recommendations made by LPL Financial representatives.

LPL Financial is a full-service broker-dealer with a financial representative located at Carolina Alliance Bank. The placement of these services in your bank is designed to assist you in fully integrating all your financial activities into one convenient location.

LPL Financial prides itself on offering access to non-proprietary products only. This helps ensure objectivity in the recommendations made by LPL Financial representatives.

How can we help you today?

How can we help
you today?

Click to expand the personal investment options below for details on what may be the right choices for you.

PORTFOLIO MANAGEMENT

Experienced professionals who know you and your interests match clear solutions to your financial goals.

CASH MANAGEMENT

We offer fixed-income management strategies with experienced financial partners who help you choose the best solution for your needs and goals.

FULL SERVICE BROKERAGE

Our wealth managers are your partners for a personal financial growth plan with options designed to meet your specific investment needs.

FINANCIAL PLANNING

Your personal banker will work with you to map a balanced financial strategy and time line to reach the savings and investment goals needed to meet your future financial needs.

CONCENTRATED WEALTH SOLUTIONS

Ask your personal banker about hedging strategies and more.

PERSONAL WEALTH

Ask about portfolio management, financial and retirement planning.

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Insured by any Federal Government Agency Not a Bank Deposit

*Investments and securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Carolina Alliance Bank is not a registered broker/dealer and is not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this page may only discuss and/or transact securities business with residents of the following states: FL, GA, NC, SC, TX. Check the background of investment professionals associated on this website with on FINRA’s BrokerCheck.

*Investments and securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Carolina Alliance Bank is not a registered broker/dealer and is not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this page may only discuss and/or transact securities business with residents of the following states: FL, GA, NC, SC, TX. Check the background of investment professionals associated on this website with on FINRA’s BrokerCheck.

Investment Strategies - Investment glossary - Find Your Banker

Ready to start?

Our dedicated and experienced investment advisors work with you to find the best options for your needs.

Ready to start?

Our dedicated and experienced
investment advisors work with
you to find the best options
for your needs.

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