Small Business Investments

Small Business Investments

HERE FOR YOU. EVERY DAY.

HERE FOR YOU. EVERY DAY.

Grow your wealth with
small business investments

Carolina Alliance Bank and LPL Financial have the products,
resources and years of dedication to grow your business. Our goal
is “to support your vision and help your business thrive.”

Carolina Alliance Bank and
LPL Financial have the
products, resources and years
of dedication to grow your
business. Our goal is
“to support your vision and
help your business thrive.”

ESTABLISH YOUR BUSINESS

Create a solid foundation of your business practice with our help.

 

  • Business Model – Options that can be customized to pursue the success you envision.
  • Recruiter – Experienced recruiters find the right fit for your business and your client’s needs.
  • Transition – Receive a seamless and cost-effective transition plan when transitioning to work with us.
GROW YOUR BUSINESS
You’ll find supportive opportunities that enhance your value and profitability.

 

  • Consulting – Use an experienced team that provide in-depth guidance and support.
  • Learning – Utilize on-demand and live educational programs.
  • Financial Growth – Take advantage of strategic investments like acess capital, buying a practicing or building your practice.
MANAGE YOUR BUSINESS

Take the time to build new client relationships as we help manage your business with a broad range of services, support and tools.

 

  • Services and Support – Consulting, Marketing and Administrative.
  • Operations – Tools to simplify account management, boost practice efficiency, provide scalability and improve the overall experience.
  • Research – Information and recommendations to help you serve the needs of your clients.
  • Products and Platforms – Be equipped with in-depth asset management for every investor.
WORK WITH AN ADVISOR
Financial advisors help build the business you want, just the way you want it. Our advisors use a wide range of products and business models to increase your financial knowledge and overall financial wellness.

Invest in your
small business

Invest in your
small business

Carolina Alliance Bank and LPL Financial will help you make the best decisions when investing in your small business.

Carolina Alliance Bank and
LPL Financial will help
you make the best
decisions when investing
in your small business.

Here are some standout reasons why you should choose us to build your business.

Here are some standout reasons
why you should choose us
to build your business.

checkmarkObtain a financial partner that’s
invested in your success.

checkmark
Obtain a financial partner that’s
invested in your success.

checkmarkReceive impartial recommendations you
can share with your clients.

checkmark

Receive impartial
recommendations you
can share with your clients.

checkmarkUtilize a number of tools that increase
speed and enhance efficiency.

checkmark

Utilize a number of tools
that increase speed and
enhance efficiency.

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.

Investment Disclaimer

*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 - Small Business - 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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