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Creative Wealth Managment

Kelly Straub

2359 Peri●●●●●●●●●inte PKWY

Sui●●●175

Cha●●●tte , North Carolina, 28217

United States

1.70●●●●8500
ks●●●●●@aarip.com

View this contact

Creative Wealth Managment

Kelly Straub

2359 Peri●●●●●●●●●inte PKWY

Sui●●●175

Cha●●●tte , North Carolina, 28217

United States

1.70●●●●8500
ks●●●●●@aarip.com

View this contact

Creative Wealth Managment

Kelly Straub

2359 Peri●●●●●●●●●inte PKWY

Sui●●●175

Cha●●●tte , North Carolina, 28217

United States

1.70●●●●8500
ks●●●●●@aarip.com

View this contact

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SHARP ADVISORS - Straub Hensley Andrews Retirement Planning - Charlotte, NC

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SHARP ADVISORS - Straub Hensley Andrews Retirement Planning - Charlotte, NC > Resources > Videos

http://www.sharpadvisors.net/Resources/Videos.aspx

September 02, 2016. Five Star Wealth Managers Award. LPL Financial Research - Mid-Year Outlook 2014. LPL Financial Research-Outlook 2014. You are here: Resources. LPL Mid Year Outlook 2013. SHARP ADVISORS I 2359 Perimeter Pointe Pkwy. Suite 175 I Charlotte, North Carolina 28208. Phone: 704-357-8500 I Toll Free: 888-955-8500 I Fax: 704-357-8300. Securities offered through LPL Financial, member. To check the history of any registered individual in the securities industry go to BrokerCheck.

2

New Account View

http://www.sharpadvisors.net/Resources/NewAccountView.aspx

September 02, 2016. You are here: Resources. NEW ACCOUNT VIEW RESOURCE AND GUIDES. Click image to open / view. Getting Started with Account View.pdf. Gives you step by step directions on how to get your account up and running. NOTE: you must do the one time verification process as described below FIRST. One-Time Verification Process 081513.pdf. Gives you step by step directions on how to do the verification process that is required for for security purposes. Account View Brochure 0913.pdf.

3

SHARP ADVISORS - Straub Hensley Andrews Retirement Planning - Charlotte, NC > Services > Our Process

http://www.sharpadvisors.net/Services/OurProcess.aspx

September 02, 2016. You are here: Services. We Start and End with Your Dreams. SHARP ADVISORS I 2359 Perimeter Pointe Pkwy. Suite 175 I Charlotte, North Carolina 28208. Phone: 704-357-8500 I Toll Free: 888-955-8500 I Fax: 704-357-8300. Securities offered through LPL Financial, member. Investment advice offered through Merit Financial Group, LLC, a SEC registered investment adviser. Merit Financial Group, LLC and SHARP ADVISORS, Inc. are separate entities from LPL Financial.

4

SHARP ADVISORS - Straub Hensley Andrews Retirement Planning - Charlotte, NC > Resources > Client Links

http://www.sharpadvisors.net/Resources/ClientLinks.aspx

September 02, 2016. You are here: Resources. If you already have a User ID and password, please click on the link above to view your LPL Financial account information online. Please contact our office and ask for our customer service department to set up your online account access. To view your Transamerica account information online, click the link above. User ID and PIN are provided when you register on their site. Lincoln Financial Group Login. The Hartford Investor Login. SIPC is an important part of...

5

Community

http://www.sharpadvisors.net/Community.aspx

September 02, 2016. You are here: Community. Featured Client: Danny Foster. We are glad to introduce our first featured client in a series. Danny Foster worked in North and South Carolina for AT&T / BellSouth and has been a client for 10 years. Click here. Or on the photo to read a short profile on Danny. Featured Client: Bill Hines. Securities offered through LPL Financial, member. To check the history of any registered individual in the securities industry go to BrokerCheck.

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August 13, 2015. You are here: Home. Etirement planning doesn’t have to be complicated. You know what it took to get you where you are: Hard work, realistic goals, and above all, integrity. Chances are you’ve got a handful of dreams and some idea of where you want to take them. What you need now is someone who can grasp your vision and help chart a course to give it life. SHARP ADVISORS I 2359 Perimeter Pointe Pkwy. Suite 175 I Charlotte, North Carolina 28208.

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