72 Financial
72 Financial is a comprehensive wealth management firm committed to helping our clients improve their long-term financial success. Our customized programs are designed with a goal to help grow, manage, and conserve our clients' wealth by delivering personalized service and experience. The Wealth Advisors of 72 Financial offer their Securities and Advisory Services through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. 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.*Disclaimer:The LPL Financial Registered Representatives associated with this listing may only discuss and/or transact securities business with residents or the following states: AL, AZ, CA, CO, DE, FL, IA, IL, ME, MN, NC, NH, NV, NY, OK, PA, RI, TN, VA, VT, WI
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Verified contacts
13
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
3
tools in use
Monthly traffic
7
organic / mo
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- JC
Joe Christopoulos
Wealth Advisor · Finance & Accounting
EmailPhone - DK
Derrick Kelly
Financial Advisor · Finance & Accounting
EmailPhone - KC
Karen Christopoulos
Client Services · Customer/Client Service
EmailPhone - GT
George T. Christopoulos
Founder, Wealth Advisor · Finance & Accounting
EmailPhone
Showing 4 of 13 verified contacts
Top roles at 72 Financial
10 distinct titles indexed · top 10 shown.
- 2business manager
- 1client services
- 1consultant
- 1financial advisor
- 1financial consultant
- 1financial consultant & director
- 1founder, wealth advisor
- 1general laborer
- 1paraplanner
- 1wealth advisor
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