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Contact Us

333 E. Main Street
Lincolnton, NC 28092

Mailing Address
PO Box 1895
Denver NC 28092

carmen@simplified-financial.com

(980) 222-7404

LPL Financial Form CRS

Advisors associated with Simplified Financial may be either (1) LPL Financial Registered Representatives offering securities through LPL Financial, Member FINRA and SIPC, and investment advisor representatives offering investment advice through Great Valley Advisor Group; or (2) solely investment advisor representatives offering investment advice through Great Valley Advisor Group and not affiliated with LPL Financial. Great Valley Advisor Group, and Simplified Financial are separate entities.

The LPL Financial registered representatives 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 accepted from any resident of any other state. To view current copies of our form ADV Part 2A, Form CRS, and Privacy Policies please click here.