Securities offered through LPL Financial. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Livswell and Independent Advisor Alliance are separate entities from LPL Financial. Member FINRA / SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (AL, CA, CO, CT, FL, GA, IL, KY, MA, MD, MI, MT, NC, OH, PA, SC, TN, TX, VA, VT, WA, WI).

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LPL Financial Form CRS

77 Grove Street
Charleston, SC 29403
United States

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Company Description
Livswell is a full-service financial planning firm dedicated to helping clients with the nuances and complicated financial decisions they face in the second half of life. We seek to help clients over the age of 50; on investments and a myriad of other concerns, through strategic financial planning for retirement.