AnchorPoint Financial Company Profile, Contacts & Intelligence

Financial ServicesCabot, Arkansas, United States11 employeesFounded 2013
3 contacts with email or phone data3 with email data1 with phone data
View verified contacts Compare competitors
Employees
11
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 4 visible contacts
Departments
3
Mapped contact coverage

AnchorPoint Financial Overview

The advisors of AnchorPoint Financial combine over a century of experience providing investment management and financial planning services to a select group of individuals, families, and business owners. Our advisors accomplish this by integrating personalized financial planning services with the investment platform provided by our strategic partners, Capital Analysts and Lincoln Investment. We believe that wealth is more than a net worth statement. Our team's process begins by developing an understanding of who our clients are personally and professionally so that we can help them integrate their financial objectives with their personal goals in a manner that helps enhance life’s journey. Mission Statement: “To provide comprehensive wealth management, customized guidance, and extraordinary service while building lifelong relationships." Advisory Services offered through Lincoln Investment, or Capital Analysts, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com. AnchorPoint Financial and the above firms are independent and non-affiliated.

Headquarters
Cabot, Arkansas, United States
Website
anchorpointadvisors.com
Industry
Financial Services
Founded
2013
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Wealth Management Investment Planning Life Planning Advanced Planning

AnchorPoint Financial Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

3 contacts with contact data
3 with email data and 1 with phone data in the visible sample.
3 departments represented
Visible contacts with email or phone data are mapped to these departments.
6 company-domain emails
Visible contacts using AnchorPoint Financial's company email domain.
Finance
4
General
1
Sales
1

AnchorPoint Financial People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

B
Brett Stockland
Advisor at Anchorpoint Financial, Llc
E
L
Larry Clayton
Financial Advisor at Anchorpoint
E
J
Jeremy Forbis
Cfp® at Anchorpoint Financial, Llc
EP
N
Nicole Hammick, Fbs®
Registered Client Service Associate

AnchorPoint Financial Workforce Composition

Seniority breakdown across 10 visible profiles.

Individual contributor
6
Associate / junior
3
Manager
1

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