Affinity Wealth Management Llc
Affinity Wealth Management is a full service, independent Wealth Management firm that has been serving successful individuals, families, and small businesses since 1974. We have clientele that spans the country. Affinity Wealth Management provides needs-based financial services to help clients meet their personal and financial goals. Affinity Wealth Management, LLC is a registered investment advisor. Affinity Wealth Management provides investment advisory and related services for clients nationally. Affinity Wealth Management will maintain all applicable registration and licenses as required by the various states in which Affinity Wealth Management conducts business. For additional information, please visit our website at
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Verified contacts
21
available on Kipplo
LinkedIn employees
23
11 to 50 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
3
tools in use
Monthly traffic
706
organic / mo
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Decision-makers and verified team members
21 contacts with verified email or phone · masked until revealed.
- JE
James E. Hall
Senior Advisor · Finance & Accounting
EmailPhone - AM
Abigail McCloskey
Financial Advisor · Finance & Accounting
EmailPhone - BT
Brian Thomson
Associate Financial Advisor · Finance & Accounting
EmailPhone - CW
Christopher Williams
Financial Advisor · Finance & Accounting
EmailPhone - JD
Josephine Diviney
Client Service Professional · Customer/Client Service
EmailPhone - KB
Kimberly Bell
Client Services · Customer/Client Service
EmailPhone - CS
Cheryl Starr
Financial Advisor · Finance & Accounting
EmailPhone - JF
Jamie Fix
Client Services Associate · Customer/Client Service
EmailPhone - JP
Joseph Piretti
Research Analyst · Finance & Accounting
EmailPhone
Showing 9 of 21 verified contacts
Top roles at Affinity Wealth Management Llc
13 distinct titles indexed · top 10 shown.
- 3financial advisor
- 2client services associate
- 1associate financial advisor
- 1client service professional
- 1client services
- 1equity investment consultant
- 1financial planning intern
- 1research analyst
- 1research analyst and financial advisor
- 1senior advisor
- +3more titles
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