Carolinas Telco Capital Advisors

Carolinas Telco Capital Advisors Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor
and broker-dealer (member FINRA/SIPC).

www.finra.org, www.sipc.org. 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 ar

e 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:
• Not Insured by NCUA or Any Other Government Agency
• Not Credit Union Guaranteed
• Not Credit Union Deposits or Obligations
• May Lose Value
Third party posts found on this profile do not reflect the views of LPL Financial and have not been
reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page 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.

05/25/2026
🚲 May 19 Is Bike to Work Day!🚲 Celebrate the many benefits of cycling with a ride to work, home, the park, or anywhere e...
05/19/2026

🚲 May 19 Is Bike to Work Day!🚲

Celebrate the many benefits of cycling with a ride to work, home, the park, or anywhere else the open road takes you. 🚴💪 Let's make this a day to remember

To the mothers we have, the mothers we remember, and the mother figures, thank you. We are grateful for you this Mother’...
05/10/2026

To the mothers we have, the mothers we remember, and the mother figures, thank you. We are grateful for you this Mother’s Day.

Spring isn't just for deep cleaning your home—it's also a chance to clear out the financial clutter that built up over t...
05/06/2026

Spring isn't just for deep cleaning your home—it's also a chance to clear out the financial clutter that built up over the winter.

Now's a great time to check in on your spending, review automatic payments, organize important documents, and take one small step toward a bigger goal. It doesn't have to be all at once—just one thing at a time.

Need help figuring out where to start? Reach out—I'm happy to help.


🔗 Sources
CNBC, April 2025
Kiplinger, March 2024
American Express, March 2024

Tax Day Is Here – and So Are Extensions! If you’ve already filed and ended your yearly business with the IRS, congrats! ...
04/15/2026

Tax Day Is Here – and So Are Extensions! If you’ve already filed and ended your yearly business with the IRS, congrats! If you are filing extensions, congratulations on getting that process underway. Alongside your tax professionals, we wish you a timely resolution to this yearly ritual.

🌟 April is Financial Literacy Month! 🌟💡Let's take a moment to celebrate the importance of understanding our finances and...
04/01/2026

🌟 April is Financial Literacy Month! 🌟💡

Let's take a moment to celebrate the importance of understanding our finances and making smart money choices. 💪💡

Whether you're a finance wizard or just starting to dip your toes into the world of money management, this month is the perfect time to enhance your financial knowledge and skills. 📚💡

From budgeting and saving to investing and preparing for the future, there's much to learn and explore! 💡✨

Consider spreading the word and tag your friends who might benefit from this financial journey. Together, we can build a community that rocks at managing our money! Happy Financial Literacy Month, everyone! 🎉💡

Thinking about retirement? You're not alone—and the numbers might give you something to think about.From how much people...
03/31/2026

Thinking about retirement? You're not alone—and the numbers might give you something to think about.

From how much people rely on Social Security to what retirees actually spend, these stats highlight why it’s important to look at the full picture. It’s not about having every answer—it’s about starting a conversation that helps you feel more confident about what’s ahead.

📌 Save this post for later
📩 Share it with someone who’s thinking about their future
💬 Questions? I’m always here to talk things through

Address

9813 South Boulevard Ste 101
Charlotte, NC
28273

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17043915600

Website

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