Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Liam? Claim Your ProfileLiam Herlihy is a financial consultant at Florida Financial Advisors, LLC. Liam is registered as an investment advisor representative in Florida and Virginia. Liam has been in the financial industry since November 2024 and has experience providing financial planning services to individuals and businesses. Liam holds the Series 65 license and is specialized in financial planning, portfolio management for individuals and businesses, as well as selection of other advisors. Liam is also affiliated with Florida Financial Insurance (DBA Tristate Financial Advisors) where Liam provides fixed insurance sales.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
2% of net worth or assets for financial planning clients
1
2
VA
12/02/2024 - Present
Florida Financial Advisors, LLC (Vienna VA)
Active
Inactive
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