Professional Wealth Advisors, Llc
We are a client-focused wealth management firm providing guidance for business owners and executives, independent women, endowments and foundations. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. and Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss 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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Verified contacts
43
available on Kipplo
LinkedIn employees
51
51 to 200 range
Open roles
—
no listings
Distinct roles
25
indexed titles
Tech stack
1
tools in use
Monthly traffic
195
organic / mo
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Decision-makers and verified team members
43 contacts with verified email or phone · masked until revealed.
- CK
Crystal Kolcz
Managing Director · General Business & Management
EmailPhone - HH
Helene Haynes
Director of Client Experience · Customer/Client Service
EmailPhone - JD
Jim Davids
Director of Trading, Wealth Advisor · Other
EmailPhone - AM
Ann Mariani-Issel
Vice President, Business Consulting · General Business & Management
EmailPhone - DC
Deanna Chiapete
Operations Manager · Operations
EmailPhone - GB
Gerran Batterberry
Wealth Advisor · Finance & Accounting
EmailPhone - NP
Nick Poe
Wealth Advisor · Finance & Accounting
EmailPhone - TT
Tom Trost
Wealth Advisor · Finance & Accounting
EmailPhone - AC
Andrew Carman
Lpl Wealth Management Advisor · Other
EmailPhone
Showing 9 of 43 verified contacts
Top roles at Professional Wealth Advisors, Llc
25 distinct titles indexed · top 10 shown.
- 7wealth advisor
- 5client service associate
- 2administrative assistant
- 2partner
- 2partner wealth advisor
- 2wealth management advisor
- 1client services associate
- 1client services manager
- 1compliance coordinator
- 1csa
- +15more titles
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