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Diane M. Willis
Financial Advisor
Certified Divorce Financial Analyst
Wilshire Financial415 S. Sharon Amity Rd, Ste B, Charlotte, NC 28211
Broker Affiliation: Lincoln Financial Advisors
Languages: English
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Disclosures
Securities offered through representatives of Lincoln Financial Securities, member SIPC. Lincoln Financial Securities and Wilshire Financial are not affiliated. Lincoln Financial Securities and their representatives do not offer legal or tax advice. Please see your personal legal or tax professional regarding your individual circumstances. *Not practicing Divorce Planning on behalf of Lincoln Financial Securities.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.