FourThought Private Wealth (FourThought Financial Partners, LLC)
Financial Services
310 W. Venice Ave., Ste. 201
22 employees
- Employees
- 22
- Contacts
- 1
- Emails
- 1
- Phones
- 1
FourThought Private Wealth (FourThought Financial Partners, LLC) Overview
- Headquarters
- 310 W. Venice Ave., Ste. 201
- Website
- fourthoughtpw.com
- Industry
- Financial Services
- Employees
- 22
- Founded
- 1968
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About FourThought Private Wealth (FourThought Financial Partners, LLC)
FourThought Private Wealth, previously Pinkerton Private Wealth, is an independent Registered Investment Advisor with more than 50 years of experience in financial planning and investment management. Headquartered on Florida’s Gulf Coast, we serve clients throughout the U.S. We are a high-tech, high-touch company whose purpose is to help affluent individuals, families and business owners aim high and reduce or eliminate the stress that can come with life’s uncertainties, so they can pursue their own passions and purposes. We do this by answering the universal questions, "Am I going to be okay?" and "Do I have any blind spots?" We use a highly disciplined approach and are guided by a set of values and principles that have served us and our clients well.
FourThought Private Wealth (FourThought Financial Partners, LLC) Contact Details
- People in AeroLeads
- 2
- With contact data
- 1
- Email contacts
- 1
- 50.0% coverage
- Phone contacts
- 1
- 50.0% coverage
FourThought Private Wealth (FourThought Financial Partners, LLC) Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Brad Patton - Financial Planner at Fourthought Private Wealth - Cfp®, Chfc®, Cws®, Crpc®, Aams® | Helping You Achieve Your Goals Stress | North Port-sarasota Area, United States |
View
|
| Kelly Wensley | Creative Marketing Director, Luxury | Nokomis Beach, Florida, United States |
Email
Phone
|
Employees by Management Level
Director
1 profile
Manager
1 profile
Individual contributor
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 1 |
| Finance | 1 | 1 | 1 |
| Sales | 1 | 1 | 0 |
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