Financial Analysts
Financial Analysts is a growing investment management firm serving the investment and insurance needs of individual and institutional clients. As our firm has developed over the years, one thing has remained the same: the continued drive to provide our clients with our very best investment ideas. The Financial Analysts team is committed to creating intelligent portfolio design with meaningful levels of diversification. With over 40 years in the financial services industry, we have developed an investment approach focused more on our best ideas and less on the “cookie cutter” approach. Disclosures: Securities offered through Triad Advisors LLC, a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Financial Analysts, a member of Advisory Services Network, LLC. Managed Futures offered through FFI Alternatives, LLC, member of the National Futures Association (NFA) and registered with the Commodity Futures Trading Commission (CFTC). Triad Advisors LLC, Advisory Services Network, LLC, and FFI Alternatives, LLC are not affiliated.
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Verified contacts
65
available on Kipplo
LinkedIn employees
78
1 to 10 range
Open roles
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no listings
Distinct roles
45
indexed titles
Tech stack
1
tools in use
Monthly traffic
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Decision-makers and verified team members
65 contacts with verified email or phone · masked until revealed.
- AS
Ambadas Sidral
Financial Analyst · Finance & Accounting
EmailPhone - KM
Kumar Mayur
Sme · Other
EmailPhone - AB
Ashley Bailey
Financial Analyst · Finance & Accounting
EmailPhone - CL
Chris Lundquist
Financial Analyst · Finance & Accounting
EmailPhone - SC
Susan Cole
Foreign Exchange Trader · Finance & Accounting
EmailPhone - DO
Deepak Oza
only Profits · Other
EmailPhone
Showing 6 of 65 verified contacts
Top roles at Financial Analysts
45 distinct titles indexed · top 10 shown.
- 18financial analyst
- 2finance specialist
- 1accountant
- 1analista financeiro
- 1analyst
- 1analyste financier
- 1analysts
- 1assistant financial controller
- 1assistant manager
- 1back office
- +35more titles
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