电子邮件 | ema***@***.com | 获取Email |
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电子邮件 | ema***@***.com | 获取Email |
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INDEPENDENT Wealth Advisory Services is an independent wealth advisory firm which means that we make portfolio decisions based on our clients' unique needs. Unlike some larger, Wall Street firms who compensate their advisors based on using certain products, we don't operate that way. We work for our clients and their best interests 100 percent of the time. CLIENT-FOCUSED Our clients never have to wonder how their portfolios are doing or what actions they should be taking based on changing life circumstances. We proactively manage our clients' accounts and strive for transparency and easy communications. We are committed to helping individuals and families in the Greater Philadelphia area grow and protect their financial assets in order to live life according to their terms. EXPERIENCED The founding Partners of Wealth Advisory Services each gained over 20 years of wealth advisory experience working for a large, Wall Street investment firm. For our clients, experience combined with true passion for helping people realize their dreams are the essential elements that sets Wealth Advisory Services apart from other bulge bracket and independent financial advisors. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC Wealth Advisory Services is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Wealth Advisory Services. For a list of states in which we are registered to do business, please visit www.wealthadvisoryservices.com.
公司 | Wealth Advisory Services |
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职位 | Owner |
地点 | United States |
http://www.linkedin.com/in/frank-william-lee-a03ab736 | |
部门 | |
头衔 | Owner, Wealth Advisory Services |
Frank Lee 在 Wealth Advisory Services 担任 Owner, Wealth Advisory Services
Frank Lee 在 Wealth Advisory Services 的职位是 Owner, Wealth Advisory Services
Frank Lee 的电子邮件地址是 ema***@***.com
Frank Lee 的电话号码是 -
Frank Lee 的公司电话号码是 +121****
Frank Lee 在 financial services 工作。
Frank Lee 的一些同事包括Frank Lee、Paul Krumenacker、Scott Stencler、Wm LeeDavid Jenkins、。
Frank Lee联系方式: 电子邮件地址:ema***@***.com 电话号码:-
Frank Lee 的个人领英是:http://www.linkedin.com/in/frank-william-lee-a03ab736
Frank Lee 的办公地点:18 E. Court Street, Suite 100, Doylestown, Pennsylvania 18901, US
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