Financial Planners in Charlotte NC/Ballantyne. For our clients: Financial advice and planning for our clients. Organize Your Life. Make a Plan. Realize Your Dreams. For our advisors: Marketing and operational support to benefit their own fiduciary practice. Check the background of this financial professional on FINRA's BrokerCheck (http://brokercheck.finra.org/) Securities offered through Securities America, Inc., Member FINRA(www.finra.org)/SIPC(www.sipc.org). , Judith Mohr Registered Representative. Securities licensed in FL, GA, IL, LA, NC, SC, DE, TN, TX, and WI. Advisory services offered though Securities America Advisors Inc., Judith Mohr Financial Advisor. Milestone Advice Group and Securities America are unaffiliated. Check the background of this financial professional on FINRA's BrokerCheck (http://brokercheck.finra.org/)