Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Knoxville, TN, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
200
Avg Client Age
60
Overview

LFA is fee-based comprehensive financial planning and investment management firm specializing is small closely held businesses and retirees. Our clientele is diverse and geographically diverse.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...