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(888) 817-5410

Chapel Hill Location
50101 Governors Drive
Suite 280
Chapel Hill, NC 27517
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Raleigh Location
9121 Anson Way
Suite 200
Raleigh, NC 27615
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Disclosure

Victor Navarroli, Michael Davies, PhD, and Mitch Ludwig, CFP® are Registered Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member: FINRA, SIPC.
Carolina Wealth Partners and United Planners are not affiliated. A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.Insurance-related services may not be provided to individuals residing in any states other than PA, NC, and NJ. United Planners and its representatives do not provide tax or legal services.</font size>

Service Areas

Victor Navarolli is securities licensed in the states of AL, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, and Wy. Michael Davies is securities licensed in the states of AZ, AR, CA, CO, DC, FL, GA, IA, IN, KS, LA, MA, MD, MI, MN, NC, NJ, NY, PA, RI, SC, TN, TX, VA, and WI. Mitch Ludwig is securities licensed in the states of AZ, CA, FL, GA, IL, IA, KY, MD, MO, NE, NC, PA, SC, TN, TX, VA.

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