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AIC Cornelius

LarryLerner

Branch Address
9605 Caldwell Commons Circle Suite D
Cornelius, NC 28031

Telephone
Toll Free: (877) 726-4586
Local: (704) 892-5323 ext. 404
Fax: (704) 659-2128

 

 

 

Managing Directors
Phillip O. Sherrill
Phil specializes in retirement distribution planning, Roth IRA conversions, rollovers for qualified plans, and the emerging arena of Multi- Generational IRAs. Phil can help you design a financial plan that helps you maximize your retirement nest egg. Mr. Sherrill is the preeminent provider of retirement distribution strategies in the Cornelius area.

Calendar Events*
please call for more information

 

*Dates, times, locations and topics are subject to change. Please call for the most current information.

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*Securities are not offered through America’s IRA Centers. If you are offered securities related services and/or products they will be offered through Securities Services Network, Inc. Phillip Sherrill is a registered representative with Securities Service Network, Inc. Member FINRA/SIPC. America’s IRA Centers and Securities Service Network, Inc. are not otherwise affiliated.