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Andy Oswald
Executive Vice President at Flaharty Asset Management,
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Work Experience
Oct 2014 - Present · 10 years and 2 months
Executive Vice President
Feb 2023 - Present · 1 years and 10 months
Senior Vice President
Oct 2016 - Feb 2023 · 6 years and 4 months
Senior Financial Advisor
Oct 2014 - Oct 2016 · 2 years
Company Details
We specialize in serving a limited number of affluent individuals and their families. Our practice strives to anticipate needs, exceed expectations and simplify lives. We rely on a few simple yet powerful core beliefs that are essential to providing long term solutions for our clients. Flaharty Asset Management is committed to these core beliefs and their implementation in each client experience. Affluent individuals have unique financial issues that require sophisticated, interactive strategies. Our way of doing business combines both the personalized touch of a Private Family Management office with the strength and resources of perhaps the most trusted name in the financial services industry today, LPL Financial. Working under the LPL Financial umbrella provides an open architecture which allows us to concentrate on an advisory-based relationship rather than a limited selection of products and furthers our value proposition for our clients. Securities offered through LPL Financial, Member SIPC, www.SIPC.org. Investment advice offered through Flaharty Asset Management, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which Flaharty Asset Management is registered to conduct business, please visit www.flahartyllc.com.
Year Founded
2013
Social Media
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Industry
Investment Management
HQ Location
311 Park Place Boulevard Suite 150 Clearwater, FL 33759, US
Keywords
Wealth ManagementInstitutional Asset ManagementAsset AllocatioCertified Financial PlannerExchange Traded FundsChartered Financial AnalystAlternative Investments401K Retirement Plans401K FiduciaryInvestment Advisory
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