Advisor Logistics, Llc
Advisor Logistics is an SEC-registered, independent outsourced trading firm built exclusively for RIAs. We help firms streamline their trading operations, reduce costs, and improve efficiency without having to hire in-house traders or invest in complex software. Our dedicated team of expert traders works as a seamless extension of each advisory firm, executing trades compliantly and efficiently while minimizing risk and maximizing scale. We do not have any retail clients, ensuring a conflict-free partnership with every RIA we serve. Visit https://advisorlogistics.com/ to learn more.
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Verified contacts
8
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
2
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- JP
Jessica Pohto
VP of Technical Product · Other
EmailPhone - MH
Marshall Hill
Trader and Portfolio Administrator · Finance & Accounting
EmailPhone - BW
Brett Wheeler
Business Owner · General Business & Management
EmailPhone - JJ
Jesica Jackson
Senior Trader & Portfolio Administrator · Other
EmailPhone
Showing 4 of 8 verified contacts
Top roles at Advisor Logistics, Llc
4 distinct titles indexed · top 4 shown.
- 2business owner
- 2trader and portfolio administrator
- 1senior trader & portfolio administrator
- 1vp of technical product
Sign up to unlock all 8 contacts at Advisor Logistics, Llc
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Sign up to reveal 8 verified contacts at Advisor Logistics, Llc
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Trusted by sales, marketing, and GTM engineering teams.