Academy Financial
Highly Engaged Employees
Highly Engaged EmployeesFinance · Maryland, United States · 11-50 Employees
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Overview
Headquarters
1447 York Rd Ste 801, Lutherville, Maryl...Phone Number
(410) 825-0781Website
www.academyfinancialinc.comRevenue
$6.2 MillionIndustry
ZI Rank: 2
Signal Type
Dec
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ZI Rank
2
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2
About Academy Financial
Academy Financial, Inc. is a financial services firm that specializes in wealth creation and preservation through comprehensive financial planning and investment strategies. With a team of experienced advisors, they focus on the complex financial needs of business owners, executives, retirees, and affluent individuals. Their services include estate planning, retirement planning, and business succession strategies, all delivered with a commitment to exceptional client service. Academy Financial operates with an independent and open architecture approach, partnering with LPL Financial as their Broker Dealer.Explore more
Academy Financial Org Chart
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Activity Insights
Academy Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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Academy Financial financials insights
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2020
Debt
$150K
Academy Financial Tech Stack
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Academy Financial News & Media
LPL Financial Welcomes Academy Financial and PFG Advisors
SAN DIEGO, Aug. 21, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that over 30 financial advisors with Academy Financial, Inc., and PFG Advisors have joined LPL Financial’s broker-dealer, RIA and custodial platforms. Collectively, they reported serving approximately $4 billion in advisory, brokerage and retirement plan assets* and join LPL from Lincoln Financial, now part of Osaic.
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Academy Financial, Inc. is a financial services firm that specializes in wealth creation and preservation through comprehensive financial planning and investment strategies. With a team of experienced advisors, they focus on the complex financial needs of business owners, executives, retirees, and affluent individuals. Their services include estate... Read More
