Lpf Advisors, LLC

Lpf Advisors, LLC (CRD# 298068) is a financial advisory firm headquartered in Sarasota, FL. They manage $237,817,161 in 714 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
2601 Cattlemen Road, Suite 302, Sarasota, FL 34232
https://waypointadvisors.com
By the Numbers
  • Total Assets Under Management
    238
    MILLION
  • Total Number of Accounts
    714
    ACCOUNTS
  • Average Account Value
    $333,077
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.

FL, GA, MA, NC, NE, NH, TN, TX

Financial Advisors at Lpf Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Adam Carter, financial advisor Sarasota FL
Adam B. Carter
CRD#: 5268378
2601 Cattlemen Road, Suite 302, Sarasota, FL 34232

Adam Carter (CRD# 5268378) is an Investment Advisor Representative working at Lpf Advisors, LLC in Sarasota, FL and has over 17 years of experience in the finance industry.

2
Kristopher Flammang, financial advisor Sarasota FL
Kristopher S. Flammang
CRD#: 3189194
2601 Cattlemen Rd Ste 302, Sarasota, FL 34232

Kristopher Flammang (CRD# 3189194) is an Investment Advisor Representative working at Lpf Advisors, LLC in Sarasota, FL and has over 19 years of experience in the finance industry.

3
Mark Picchi, financial advisor Sarasota FL
Mark A. Picchi
CRD#: 2228311
2601 Cattlemen Rd Ste 302, Sarasota, FL 34232

Mark Picchi (CRD# 2228311) is an Investment Advisor Representative working at Lpf Advisors, LLC in Sarasota, FL and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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