Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Liam? Claim Your ProfileLiam Xavier Leahy is a financial consultant at Florida Financial Advisors, LLC. Liam has been in the financial industry since January 2025 and is registered with the state of Florida. Liam has a Series 65 license, which is the Uniform Investment Adviser Law Examination. Liam provides financial planning services and portfolio management to individuals and businesses. Liam also provides pension consulting services and helps clients select other advisors. In addition to his work at Florida Financial Advisors, LLC, Liam is also a fixed insurance sales representative at Florida Financial Insurance.
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
FL
01/15/2025 - Present
Florida Financial Advisors, LLC (Jacksonville FL)
Active
Inactive
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