Managing Equity Compensation Financial Advisors
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Help With: Managing Equity Compensation
Showing 49-56 of 77 advisors
Charlotte, NC
Chris Gure
Fortress Financial Partners
Specialties and Expertise
Tax Minimization Investment StrategiesBusiness Ownership StrategiesTrust Services+1
Typical Clientele
DoctorsBusiness Owners+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
11 years
Ankeny, IA
Stoy Hall
Black Mammoth
Specialties and Expertise
Business Ownership StrategiesDebt ManagementTax Minimization Investment Strategies+5
Typical Clientele
Business OwnersBusinesswomen+6
Pricing Model:
AUM
Number of Clients
24
Years of Experience:
13 years
Manchester, NH
Christopher June
Sweeney Financial Management (SFM)
Specialties and Expertise
Portfolio ConstructionRetirement IncomeAlternative Investments+6
Typical Clientele
RetireesNew Investors+7
Pricing Model:
AUM
Number of Clients
80
Years of Experience:
23 years
Wilmington, NC
Brett Tushingham
Farther
Specialties and Expertise
Retirement IncomeTax Minimization Investment StrategiesEquity Compensation+1
Typical Clientele
RetireesDoctors+7
Pricing Model:
AUM
Number of Clients
40
Years of Experience:
22 years
Phoenix, AZ
Jenna Biancavilla
Pearl Capital Management
Specialties and Expertise
Tax Minimization Investment StrategiesCollege PlanningBusiness Ownership Strategies+6
Typical Clientele
InheritorsRetirees+11
Pricing Model:
AUM
Number of Clients
50
Years of Experience:
16 years
Tampa, FL
Elizabeth Heard
Raymond James
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomeBusiness Ownership Strategies+1
Typical Clientele
RetireesCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
6 years
Hauppauge, NY
Larry Sprung
Mitlin Financial IncĀ®
Specialties and Expertise
Succession PlanningCollege PlanningTax Minimization Investment Strategies+3
Typical Clientele
InheritorsProfessional Athletes+4
Pricing Model:
AUM
Number of Clients
200
Years of Experience:
24 years
Memphis, TN
Tripp Yates
Eaglestrong Financial
Specialties and Expertise
Business Ownership StrategiesHigh Net Worth PlanningTax Minimization Investment Strategies+1
Typical Clientele
Business OwnersDoctors+3
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
17 years