Sfi Advisors
Helping clients organize, grow and protect their assets. Families and Individuals - Realizing your goals with personalized planning, investment management, and insurances services. Corporate Services – Achieving results with tailored Corporate planning, employee and executive benefits, retirement plan management, and business succession services. Compliance Disclaimers Investment and advisory services offered through SFI Advisors, LLC, a Registered Investment Advisor. Securities offered through Private Client Services, member FINRA/SIPC. SFI Advisors is not affiliated with Private Client Services. Notice: SFI Advisors, LLC. nor Private Client Services (“PCS”) accept orders and/or instructions regarding your account by e-mail, voice mail, fax or any alternate method. Transactional details do not supersede normal trade confirmations or statements. E-mail sent through the Internet is not secure or confidential. SFI Advisors and PCS reserve the right to monitor all e-mail. Any information provided in this e-mail has been prepared from sources believed to be reliable, but is not guaranteed by PCS and is not a complete summary or statement of all available data necessary for making an investment decision. Any information provided is for informational purposes only and does not constitute a recommendation. This e-mail is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. If you received this message in error, please contact the sender immediately and delete the material from your computer. To check the background of any of our investment professionals, please visit FINRA's BrokerCheck
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Verified contacts
10
available on Kipplo
LinkedIn employees
9
11 to 50 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
118
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- JP
James P. Lawler
Director of Operations · Operations
EmailPhone - PG
Peter Goodman
Director of Insurance and Risk Management Services · Finance & Accounting
EmailPhone - BP
Brent Parker
Corporate Services · Operations
EmailPhone - JP
Judith Panos
Financial Advisor, Registered Representative · Sales & Business Development
EmailPhone - CS
Christopher Sampers
Director of Corporate Services · Operations
EmailPhone - SS
Scott Smith
Senior Investment Advisor · Finance & Accounting
EmailPhone - BP
Brent Parker
Corporate Services · General Business & Management
EmailPhone - GF
Garrett Futch
Associate · Finance & Accounting
EmailPhone
Showing 8 of 10 verified contacts
Top roles at Sfi Advisors
8 distinct titles indexed · top 8 shown.
- 2associate
- 2corporate services
- 1director of corporate services
- 1director of insurance and risk management services
- 1director of operations
- 1financial advisor, registered representative
- 1personal assistant
- 1senior investment advisor
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