Financial Directions LLP
Financial Directions LLP (CRD# 107279) is a financial advisory firm headquartered in Crofton, MD. They manage $15,500,000 in 126 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts126ACCOUNTS
Average Account Value$123,016
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Tomolyn Harris (CRD# 1848524) is an Investment Advisor Representative working at Financial Directions LLP in Crofton, MD and has over 19 years of experience in the finance industry. Tomolyn Harris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Robert Pugliese (CRD# 368684) is an Investment Advisor Representative working at Financial Directions LLP in Mechanicsburg, PA and has over 22 years of experience in the finance industry.