Flaharty Asset Management, LLC
Investment Management
311 Park Place Boulevard
19 employees
COMPO
- Employees
- 19
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Flaharty Asset Management, LLC Overview
- Headquarters
- 311 Park Place Boulevard
- Phone Number
- Available in AeroLeads
- Website
- flahartyllc.com
- Industry
- Investment Management
- Employees
- 19
- Founded
- 2013
- Stock Symbol
- COMPO
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About Flaharty Asset Management, LLC
We specialize in serving a limited number of affluent individuals and their families. Our practice strives to anticipate needs, exceed expectations and simplify lives. We rely on a few simple yet powerful core beliefs that are essential to providing long term solutions for our clients. Flaharty Asset Management is committed to these core beliefs and their implementation in each client experience. Affluent individuals have unique financial issues that require sophisticated, interactive strategies. Our way of doing business combines both the personalized touch of a Private Family Management office with the strength and resources of perhaps the most trusted name in the financial services industry today, LPL Financial. Working under the LPL Financial umbrella provides an open architecture which allows us to concentrate on an advisory-based relationship rather than a limited selection of products and furthers our value proposition for our clients. Securities offered through LPL Financial, Member SIPC, www.SIPC.org. Investment advice offered through Flaharty Asset Management, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which Flaharty Asset Management is registered to conduct business, please visit www.flahartyllc.com.
Flaharty Asset Management, LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Flaharty Asset Management, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Andy Oswald, Cfp ®, Crpc ® | Executive Vice President at Flaharty | Tampa, Florida, United States |
Email
Phone
|
| Shon E. Flaharty, Cfp®, Aif® | CEO - Managing Partner at Flaharty | Clearwater, Florida, United States |
View
|
| Brice Mackin | Director of Insurance at Flaharty Asset | Odessa, Florida, United States |
Email
Phone
|
| Stafford Lawrence | Financial Advisor | Tampa, Florida, United States |
Email
|
Employees by Management Level
Executive
7 profiles
Individual contributor
5 profiles
Director
1 profile
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 5 | 5 | 2 |
| Finance | 2 | 2 | 0 |
| General | 1 | 1 | 0 |
| Sales | 1 | 1 | 0 |
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