LPF Financial Advisors

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

2601 Cattlemen Rd Ste 302, Sarasota, Flo...

Phone Number

(941) 907-0101

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
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1
1
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About LPF Financial Advisors

LPF Financial Advisors specializes in providing personalized financial planning and investment advisory services, focusing on pre-retirement planning, retirement income strategies, and legacy planning. Their comprehensive approach includes account consolidation and college funding strategies, ensuring that each client's unique goals are prioritized. The firm aims to empower clients through education and tailored financial strategies, bridging the gap between current realities and future possibilities. LPF Financial Advisors serves individuals seeking clarity and customized solutions for their financial futures.Explore more
LPF Financial Advisors's Social MediaPopular SearchesLPF Financial AdvisorsLPF Advisors LLCLpf Investor LLCLPF Financial Advisors LLCCraig Finance CorpSIC Code 62,628NAICS Code 52,523Show more

LPF Financial Advisors Org Chart

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Chief Operations Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LPF Financial Advisors

<$5M
11-50
Private
<$5M
2005
DB
Debbie BectalChief Operations Officer
<$5M
1-10
Private
-
2005
MK
Matthew KeatorFinancial Representative
<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
1997
N/A
<$5M
1-10
Private
-
2011
<$5M
1-10
Private
-
-
AO
Arianna OrourkeManaging Director, Operations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

LPF Financial Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

LPF Financial Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about LPF Financial Advisors.

LPF Financial Advisors financials insights

Gather financial insights about LPF Financial Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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LPF Financial Advisors Tech Stack

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Frequently Asked Questions Regarding LPF Financial Advisors

What is LPF Financial Advisors's official website?
LPF Financial Advisors's official website is www.lpfadvisors.com
What is LPF Financial Advisors's Revenue?
LPF Financial Advisors's revenue is <$5 Million
What is LPF Financial Advisors's SIC code?
LPF Financial Advisors's SIC: 62,628
What is LPF Financial Advisors's NAICS code?
LPF Financial Advisors's NAICS: 52,523
How many employees does LPF Financial Advisors have?
LPF Financial Advisors has 11-50 employees
What industry does LPF Financial Advisors belong to?
LPF Financial Advisors is in the industry of: Finance, Securities Trading
What is LPF Financial Advisors competition?
LPF Financial Advisors top competitors include: Maclean Wealth Planning, Concord River Financial, CPA Squared, Murphy Wealth Management
What technology does LPF Financial Advisors use?
Some of the popular technologies that LPF Financial Advisors uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, FMG Suite
How do I contact LPF Financial Advisors?
LPF Financial Advisors contact info: Phone number: (941) 907-0101 Website: www.lpfadvisors.com
What does LPF Financial Advisors do?

LPF Financial Advisors specializes in providing personalized financial planning and investment advisory services, focusing on pre-retirement planning, retirement income strategies, and legacy planning. Their comprehensive approach includes account consolidation and college funding strategies, ensuring that each client's unique goals are prioritized... . The firm aims to empower clients through education and tailored financial strategies, bridging the gap between current realities and future possibilities. LPF Financial Advisors serves individuals seeking clarity and customized solutions for their financial futures.Read More

What are LPF Financial Advisors social media links?
LPF Financial Advisors Linkedin page LPF Financial Advisors Twitter page LPF Financial Advisors Facebook page
Is LPF Financial Advisors a public company?
LPF Financial Advisors is private company therefore does not currently have an official ticker symbol
See more information about LPF Financial Advisors

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