Qualified Retirement Plan Consulting Services for Employers

 CAROLINA CORPORATE PLANS, LLC

Charleston Office

843.209.9230

Disclosures.

​ Carolina Qualified Retirement Plan Advisers, LLC ("CQRPA") is a Registered Investment Advisor ("RIA"), located in the State of South Carolina. CQRPA provides investment advisory and related services for clients nationally. CQRPA will register and maintain all applicable licenses as required by the various states in which CQRPA conducts business, as applicable. CQRPA renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.  This web site is intended to provide general information about CQRPA. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information. Market data, articles and other content on this web site are based on generally-available information and are believed to be reliable. CQRPA does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice. CQRPA will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. The Disclosure Brochure and Supplement are updated at least annually and available on the SEC website at http://adviserinfo.sec.gov or you may Contact Us above to request a copy. 

​FORM CRS  

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