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Atlantic Coast Wealth Management

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

LPL Financial Form CRS

Securities are offered through LPL Financial, Member FINRA/SIPC. Atlantic Coast Wealth Management is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

The LPL Financial 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 made or accepted by residents of any other state. Richard J Schrum is registered for Securities in the following states: AZ, CT, FL, IL, IN, MA, NC, NY, OH, SC, TX, VA, VT.

LPL Financial Form CRS - www.lpl.com/CRS

Independent Advisor Alliance's Form CRS - https://bit.ly/IAAFormCRS

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