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Lake Norman Financial, LLCFinancial advisor in Cornelius, NC

Lake Norman Financial, LLC is a financial advisor at 18141 W Catawba Ave, Cornelius, NC 28031.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

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Key facts

Key facts about Lake Norman Financial, LLC
Address18141 W Catawba Ave, Cornelius, NC 28031Get directions
Phone(704) 655-0179
Websiteraymondjames.com

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Cornelius and 11 towns within 25 miles: Davidson, Huntersville, Mooresville, Mount Holly, Kannapolis, Harrisburg, Charlotte, Belmont, Concord, Lincolnton and Gastonia.

Based in Cornelius, NCView on map

Questions about Lake Norman Financial, LLC

What areas does Lake Norman Financial, LLC serve?

Serves Cornelius and 11 towns within 25 miles: Davidson, Huntersville, Mooresville, Mount Holly, Kannapolis, Harrisburg, Charlotte, Belmont, Concord, Lincolnton and Gastonia. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

How do I contact Lake Norman Financial, LLC?

Call Lake Norman Financial, LLC on (704) 655-0179. The business is at 18141 W Catawba Ave, Cornelius, NC 28031. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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