Spinosa Wealth Management Group 2021 :: liderbahis151.com
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SPINOSA WEALTH MANAGEMENT GROUP is an award winning independent wealth management firm serving a select group of individuals, families, business owners and institutions both locally and around the country. Spinosa Wealth Management Group. 985-674-6722 randy@. Our clients are typically wealthy, high income earners, or have complex financial, estate, and business concerns. They also typically have many options on who to trust, as they have others who may want to provide financial services to them. He has also obtained the FINRA Series 7 securities registration with LPL Financial, along with the State of Louisiana life insurance license. Since joining Spinosa Wealth Management Group, Jordan mainly focuses on client support, portfolio analysis, estate planning and investment research. Spinosa Wealth Management Group is an advisory firm headquartered in Mandeville, Louisiana. Spinosa Wealth Management Group manages $96.6 million in total assets over 162 client accounts. It has a small group of three employees, including one financial advisor. Spinosa Wealth Management Group. Spinosa Wealth Management Group Spinosa Wealth Management Group CRD 170903 is a financial advisory firm headquartered in Mandeville, LA. They manage $96,643,181 in 162 accounts and serve the financial needs of clients across 3 states or territories.

Do local business owners recommend Spinosa Wealth Management Group? Visit this page to learn about the business and what locals in Mandeville have to say. Contact Spinosa Wealth Management Group or view Spinosa Wealth Management Group's ratings, investment advice, financial planning and insurance services, and get detailed information on their fees, advisors, licenses and history, and ask one of our 1 advisors a question. Brittany is a proud graduate of St. Scholastica Academy and Louisiana State University. She began working with Spinosa Wealth Management Group in 2009 after obtaining her Bachelor’s degree. She currently holds a State of Louisiana Insurance License, as well as her Series 7 Registration with LPL Financial. Brittany has matriculated and is. Brittany is a proud graduate of St. Scholastica Academy and Louisiana State University. She began working with Spinosa Wealth Management Group in 2009 after obtaining her Bachelor’s degree. Lawrence Spinosa CRD 1453282 is an Investment Advisor Representative working at Spinosa Wealth Management Group in Mandeville, LA and has over 25 years of experience in the finance industry. Lawrence Spinosa has taken additional exams to become a Certified Financial Planner CFP®. CFP professionals must pass the comprehensive CFP.

Owner and Securities Principal at Spinosa Wealth Management Group, he provides comprehensive financial and estate planning, as well as investment management, for high-net-worth-individuals. SPINOSA WEALTH MANAGEMENT GROUP, LLC is a state registered investment adviser and is not registered with the SEC. The firm is based in MANDEVILLE LA UNITED STATES. As of the firm's last SEC filing on March 14, 2019, the firm has 3 employees and has $96.6 Million in Regulatory Assets Under Management RAUM. View Form ADVs for this SEC. Get directions, reviews and information for Spinosa Wealth Mangement Group in Mandeville, LA. Spinosa Wealth Mangement Group 4565 Lasalle St Mandeville LA 70471. Reviews 985 674-6722 Website. Menu & Reservations Make Reservations. Order Online Tickets Tickets See Availability. Get reviews, hours, directions, coupons and more for Spinosa Wealth Management Group at 4565 Lasalle St, Mandeville, LA 70471. Search for other Estate Appraisal & Sales in.

Welcome to the newest innovation in financial services. Spinosa Wealth Management Group. ← SPINECARE MEDICAL GROUP ALEXIS M WAGUESPACK MD; SPIPOWER CO → Spinosa Wealth Management Group. 4565 Lasalle St, Mandeville, LA 70471. Industry: Financial Advisor. Registration: 1982. Site:. Phone: 985 674-6722. Description: Financial Planning and Wealth Management. Member: Cfp Randy Spinosa. Licensed:. Emily Hartzog Administrative Assistant at Spinosa Wealth Management Group Baton Rouge, Louisiana Area Investment Management.

Business profile for Spinosa Wealth Management Group LPL in Mandeville, Louisiana.offers unlimited sales leads, mailing lists, email lists. Find Spinosa Wealth Mangement Group in Mandeville with Address, Phone number from Yahoo US Local. Includes Spinosa Wealth Mangement Group Reviews, maps & directions to Spinosa Wealth Mangement Group in Mandeville and more from Yahoo US Local.

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