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VerifiedFinancial Services· Founded 1981

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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HeadquartersRaleigh, United StatesEmployees78(1 to 10)Annual revenue<$1MFounded year1981Websitemeritfinancialadvisors.comLinkedIn profileLinkedIn

Verified contacts

65

available on Kipplo

LinkedIn employees

78

1 to 10 range

Open roles

no listings

Distinct roles

45

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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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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