Latitude Advisors, LLC

Latitude Advisors, LLC (CRD# 151001) is a financial advisory firm headquartered in , . They manage $340,392,000 in 1,710 accounts and serve the financial needs of clients across 25 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    340
    MILLION
  • Total Number of Accounts
    1,710
    ACCOUNTS
  • Average Account Value
    $199,060
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WV

Financial Advisors at Latitude Advisors, LLC
Showing 21 - 30 of 71 top financial advisors.
21
Howard S. Goldson
CRD#: 4293197
Vero Beach, FL

Howard Goldson (CRD# 4293197) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 23 years of experience in the finance industry.

22
Eric W. Goldstein
CRD#: 1232081
49 First Street, Ext.apt.2, Glen Cove, NY 11542

Eric Goldstein (CRD# 1232081) is an Investment Advisor Representative working at Latitude Advisors, LLC in Glen Cove, NY and has over 30 years of experience in the finance industry.

23
Lisa M. Guthrie
CRD#: 3275894
Vero Beach, FL

Lisa Guthrie (CRD# 3275894) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 24 years of experience in the finance industry.

24
John J. Heaney
CRD#: 4145069
Vero Beach, FL

John Heaney (CRD# 4145069) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 23 years of experience in the finance industry.

25
Tracey C. Higginbotham
CRD#: 2209217
3790 N. Us 1, Cocoa, FL 32926

Tracey Higginbotham (CRD# 2209217) is an Investment Advisor Representative working at Latitude Advisors, LLC in Cocoa, FL and has over 20 years of experience in the finance industry.

26
Thomas R. Hopkins
CRD#: 3207504
Vero Beach, FL

Thomas Hopkins (CRD# 3207504) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 24 years of experience in the finance industry.

27
William C. Jordan
CRD#: 1909560
778 W Frontage Rd, #106, Northfield, IL 60093

William Jordan (CRD# 1909560) is an Investment Advisor Representative working at Latitude Advisors, LLC in Northfield, IL and has over 32 years of experience in the finance industry.

28
Peter Kovalevich
CRD#: 1096473
450 Main St, Suite 203, New Britain, CT 06051

Peter Kovalevich (CRD# 1096473) is an Investment Advisor Representative working at Latitude Advisors, LLC in New Britain, CT and has over 38 years of experience in the finance industry.

29
Martin Lang
CRD#: 4342955
3570 Hamilton Blvd, Suite 202, Allentown, PA 18103

Martin Lang (CRD# 4342955) is an Investment Advisor Representative working at Latitude Advisors, LLC in Allentown, PA and has over 23 years of experience in the finance industry.

30
Jeffrey S. Lasky
CRD#: 1333003
Vero Beach, FL

Jeffrey Lasky (CRD# 1333003) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 39 years of experience in the finance industry.

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