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Connected Wealth Management

4777 Sharon Road,
Suite 540,
Charlotte, NC  28210

Main: 704-912-5088
Text: 704-686-8445
Fax: 980-972-0787
Email: paul@connected-wealth.com

     

Check the background of your financial professional on FINRA’s BrokerCheck.

Securities offered through LPL Financial, Member FINRA/SIPC. Connected Wealth Management is a marketing name for Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

The LPL Financial representatives associated with this website may only discuss business with residents of states I which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

  • LPL Financial Form CRS
  • Independent Advisor Alliance’s Form CRS
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