Legal Financial Advisors
Active Filters:
Industry: Legal
Showing 17-24 of 120 advisors
McLean, VA
Peter Russo
Wells Fargo Advisors
Specialties and Expertise
Business Ownership StrategiesHigh Net Worth PlanningPortfolio Construction+2
Typical Clientele
Business OwnersCorporate Executives+2
Pricing Model:
Fees Information
Number of Clients
30
Years of Experience:
N/A
Richmond, VA
Todd Larkin
Wells Fargo Advisors
Specialties and Expertise
Retirement IncomeHigh Net Worth PlanningTax Minimization Investment Strategies+2
Typical Clientele
High Net Worth IndividualsRetirees+5
Pricing Model:
Fees Information
Number of Clients
N/A
Years of Experience:
17 years
Minneapolis, MN
Karly Wakely
The Mather Group
Specialties and Expertise
Alternative InvestmentsCash Flow AnalysisEquity Compensation+5
Typical Clientele
Business OwnersBusinesswomen+6
Pricing Model:
AUM
Number of Clients
100
Years of Experience:
16 years
Philadelphia, PA
Benjamin Carson
Tristate Financial Advisors
Specialties and Expertise
Cash Flow AnalysisCollege PlanningEquity Compensation+6
Typical Clientele
Corporate ExecutivesTech Employees+15
Pricing Model:
AUM
Number of Clients
50
Years of Experience:
3 years
West Des Moines, IA
Matt Nichols
Specialties and Expertise
Business Continuity PlanningBusiness Ownership StrategiesBusiness Valuation Planning+5
Typical Clientele
Business OwnersCorporate Executives+6
Pricing Model:
AUM
Number of Clients
104
Years of Experience:
12 years
Ames, IA
Mike McVicker
Specialties and Expertise
Alternative InvestmentsBusiness Continuity PlanningFamily Governance and Legacy Planning+5
Typical Clientele
Business OwnersCorporate Executives+5
Pricing Model:
AUM
Number of Clients
40
Years of Experience:
36 years
Tabernacle, NJ
JOSHUA DUVALL
Duvall Wealth & Tax Planning
Specialties and Expertise
Tax PreparationTax Minimization Investment StrategiesBusiness Ownership Strategies+4
Typical Clientele
RetireesTech Employees+6
Pricing Model:
Flat Fee
Number of Clients
80
Years of Experience:
15 years
Frisco, TX
Sean Lewis
Wells Fargo Advisors
Specialties and Expertise
Business Ownership StrategiesUltra High Net Worth PlanningHigh Net Worth Planning+5
Typical Clientele
Business OwnersCorporate Executives+6
Pricing Model:
Fees Information
Number of Clients
N/A
Years of Experience:
35 years