Our Team — Tim Portelance

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Why Tim Portelance

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Why Tim Portelance

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Why Tim Portelance

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Our Team.

Tim Portelance

Senior Vice President, Financial Advisor

Nicole Morrison

Client Administrative Manager

Phone: (704) 594-7228

Address: 125 E. Plaza Dr; Ste. 106 | Mooresville, NC 28115

Securities are offered through Steward Partners Investment Solutions, LLC (“SPIS”), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.

Regulatory Information & Disclosures | Important Disclosures