Flaharty Asset Management, LLC

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 Activities
Portfolio Management
All 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 Contact
Andy Oswald, Cfp ®, Crpc ® Executive Vice President at Flaharty
Email Phone
Shon E. Flaharty, Cfp®, Aif® CEO - Managing Partner at Flaharty
View
Brice Mackin Director of Insurance at Flaharty Asset
Email Phone
Stafford Lawrence Financial Advisor
Email

Employees by Management Level

Executive 7 profiles
Individual contributor 5 profiles
Director 1 profile
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 5 5 2
Finance 2 2 0
General 1 1 0
Sales 1 1 0

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