Financial Directions LLP

Financial Directions LLP (CRD# 107279) is a financial advisory firm headquartered in Crofton, MD. They manage $16,335,000 in 133 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Financial Directions LLP
Showing 1 - 2 of 2 top financial advisors.
Tomolyn T. Harris
CRD#: 1848524
1676 Village Green, Suite A, Crofton, MD 21114

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 A. Pugliese
CRD#: 368684
5004 Lenker Street, Suite 200, Mechanicsburg, PA 17050

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.

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