Contact Us

Office Address:
7422 Carmel Executive Park, Suite 218
Charlotte, NC 28226

Phone Number (Office):
(704)973-2626

Phone Number (Fax):
(704)719-2323

Contact Your Representative


Check the background of this firm on FINRA's BrokerCheck.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Sharonview Federal Credit Union and Sharonview Financial Services are not registered broker-dealers and are not affiliated with LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CO, FL, GA, ID, IL, MD, NC, NJ, NY, PA, SC, SD, TX.

  • Not NCUA Insured
  • No Credit Union Guarantee
  • May Lose Value