Floe Financial Partners
Since 1987, Floe Financial Partners, Inc. has enabled individuals, families, charities and corporations to work toward their financial goals. We feel that we have built an outstanding team of advisors, support staff and related professionals. The financial consultants of Floe Financial Partners, Inc. are affiliated with LPL Financial. Unlike traditional brokerage firms in which stockbrokers charge commissions to execute trades, we are fee-based asset managers who provide investment advice. If you have any questions, please call us at (626) 304-9141. We look forward to talking with you. Securities offered through LPL Financial, Member SIPC sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- VD
Victoria Ditmer
Director, Client Relations · General Business & Management
EmailPhone - RF
Robert Floe
President · General Business & Management
EmailPhone - MN
Marjan Neyestani Khazra
Managing Partner Lpl Registered Principal at Floe Financial Partners · Finance & Accounting
EmailPhone
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Top roles at Floe Financial Partners
5 distinct titles indexed · top 5 shown.
- 1client services associate
- 1director, client relations
- 1managing partner lpl registered principal at floe financial partners
- 1president
- 1senior executive assistant
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