Life Loyal Advisors
Life Loyal Advisors believes in holistic financial planning that encompasses not just numbers, but your preferences, beliefs, and values. We strive to develop a deep understanding of what you care for most so we can identify and plan to help you achieve your life’s mission – both financially and personally. Our services: Financial Planning, Wealth Management, Individuals & Families, Small Businesses, Fee-based services, Private & Public Markets, Risk Management - Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Retirement Benefits Group is a specialized division of Equitable Advisors, LLC. Life Loyal Advisors is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors, LLC (NY, NY 212-314- 4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE-160090 (05/21)(exp.05/25)
7-day free trial · no credit card
Verified contacts
15
available on Kipplo
LinkedIn employees
19
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 15 verified contacts at Life Loyal Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- RN
Roger Nulton
Managing Partner and Financial Advisor · Finance & Accounting
EmailPhone - JV
Joseph Vance
Financial Advisor at Life Loyal Advisors in Alliance with Equitable Advisors · Finance & Accounting
EmailPhone - CR
Candice R. Monroe
Financial Strategist · Other
EmailPhone - DM
Donna Miles
Client Service Associate · Customer/Client Service
EmailPhone - KD
Kimberly Debartolo-Wintz
Client Service Associate · Customer/Client Service
EmailPhone - LP
Laura Pabon
Client Service Associate · Customer/Client Service
EmailPhone - LS
Laurie Swan
Client Service Associate · Customer/Client Service
EmailPhone - MS
Mary Stegeman
Client Service Associate at Life Loyal Advisors · Other
EmailPhone - SB
Stephen Binkowski
Financial Planner · Finance & Accounting
EmailPhone
Showing 9 of 15 verified contacts
Top roles at Life Loyal Advisors
9 distinct titles indexed · top 9 shown.
- 4client service associate
- 1administrative assistant at life loyal advisors in alliance with equitable advisors
- 1certified financial plannertm professional
- 1client service associate at life loyal advisors
- 1financial advisor at life loyal advisors in alliance with equitable advisors
- 1financial planner
- 1financial strategist
- 1managing partner & cfp
- 1managing partner and financial advisor
Sign up to unlock all 15 contacts at Life Loyal Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 15 verified contacts at Life Loyal Advisors
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.