Flagship Harbor Advisors
Seeking veteran financial professionals looking to join an elite network of independent advisors who have banded together to gain leverage in our industry. Working with successful individuals, families, and businesses looking for honest, compliant, ethical financial advisors delivering independent advice and implementation. Securities offered through LPL Financial, Member FINRA/SIPC / Investment Advice offered through Flagship Harbor Advisors, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business please visit
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Verified contacts
16
available on Kipplo
LinkedIn employees
17
51 to 200 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
1
tools in use
Monthly traffic
268
organic / mo
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- MP
Marc Pagliocca
Director of Operations · Operations
EmailPhone - VA
Vijay Addanki
Wealth Advisor and Investment Executive · Finance & Accounting
EmailPhone - DM
Daniel Moran
Financial Advisor · Finance & Accounting
EmailPhone - JT
Jason Taylor
Independent Financial Advisor · Finance & Accounting
EmailPhone - JW
John Welch
Financial Advisor · Finance & Accounting
EmailPhone - JT
Joshua Topp
Financial Advisor · Finance & Accounting
EmailPhone - MK
Michael Krasco
Private Wealth Advisor and Financial Planner · Other
EmailPhone - WR
Walter Riester
Private Wealth Advisor · Finance & Accounting
EmailPhone - EL
Erik L. Jefferson
Chief Investment Officer, Flagship Harbor Advisors & Managing Partner Trestlebridge Capital · Finance & Accounting
EmailPhone
Showing 9 of 16 verified contacts
Top roles at Flagship Harbor Advisors
11 distinct titles indexed · top 10 shown.
- 5financial advisor
- 1chief investment officer, flagship harbor advisors & managing partner trestlebridge capital
- 1client service & operations associate
- 1director of operations
- 1evp and cco
- 1independent financial advisor
- 1intern
- 1investment advisor rep
- 1private wealth advisor
- 1private wealth advisor and financial planner
- +1more titles
Sign up to unlock all 16 contacts at Flagship Harbor Advisors
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