Flaharty Asset Management, LLC

Flaharty Asset Management, LLC

Investment Management

Clearwater, FL 342 followers

Financial Planners and Advisors in Clearwater, FL

About us

We specialize in serving a limited number of affluent individuals and their families. Our practice strives to anticipate needs, exceed expectations and simplify lives. We rely on a few simple yet powerful core beliefs that are essential to providing long term solutions for our clients. Flaharty Asset Management is committed to these core beliefs and their implementation in each client experience. Affluent individuals have unique financial issues that require sophisticated, interactive strategies. Our way of doing business combines both the personalized touch of a Private Family Management office with the strength and resources of perhaps the most trusted name in the financial services industry today, LPL Financial. Working under the LPL Financial umbrella provides an open architecture which allows us to concentrate on an advisory-based relationship rather than a limited selection of products and furthers our value proposition for our clients. Securities offered through LPL Financial, Member SIPC, www.SIPC.org. Investment advice offered through Flaharty Asset Management, a registered investment advisor and separate entity from LPL Financial. 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. For a list of states in which Flaharty Asset Management is registered to conduct business, please visit www.flahartyllc.com.

Industry
Investment Management
Company size
11-50 employees
Headquarters
Clearwater, FL
Type
Privately Held
Founded
2013
Specialties
Wealth Management, Institutional Asset Management, Asset Allocation, Certified Financial Planner, Exchange Traded Funds, Chartered Financial Analyst, Alternative Investments, 401K Retirement Plans, 401K Fiduciary, and Investment Advisory

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Employees at Flaharty Asset Management, LLC

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