Important Consumer Disclosure
Live Oak Private Wealth, LLC (“LOPW”) is an SEC-registered investment adviser with its principal place of business in Wilmington, North Carolina. LOPW and its representatives are in compliance with the current registration and notice filing requirements imposed on SEC-registered investment adviser by those states in which LOPW maintains clients. LOPW may only transact business in those states in which it is currently registered, notice filed, or qualifies for an exemption or exclusion from registration or notice filing requirements. LOPW’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of LOPW’s website should not be construed by any consumer and/or prospective client as LOPW’s solicitation to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized investment advice from LOPW, nor is it intended to provide specific legal, tax or other professional advice. Any subsequent, direct communication from LOPW with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of LOPW’s current written disclosure statement discussing LOPW’s business operations, services, and fees are available from LOPW upon written request. LOPW does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to on LOPW’s website or incorporated herein and takes no responsibility therefore. All such information is provided for convenience purposes only and all users thereof should be guided accordingly.
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GIPS® is a registered trademark owned by CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. For further information about Live Oak Private Wealth’s investment advisory solutions or to obtain GIPS compliant performance information for the firm’s strategies and products, please contact J. William (Bill) Coleman, III, Co-Chief Investment Officer at 910-839-8676 or firstname.lastname@example.org.
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