Client Resources

As your team to plan your way, we strive to earn your trust by managing your finances with transparency. Access your investment accounts and financial plan using the tools below.

Submit Your Feedback

We are always interested in learning how we can enhance our processes to better serve our clients. Let us know your thoughts on how we can improve.

Name(Required)

Email(Required)

Phone

Which team are you contacting?(Required)

Feedback(Required)

Comments

This field is for validation purposes and should be left unchanged.

803.604.4159
844.259.4414

3200 Devine Street, Suite 103
Columbia, SC 29205

LPL Financial Form CRS

Independent Advisor Alliance Form CRS

Securities offered through LPL Financial, Member FINRA & SIPC. Sage Financial Systems is an other business name of 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 registered representative(s) associated with this website 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.