AP
Audra Perkins
Virtual Assistant at Financial Advocates
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Work Experience
Virtual Assistant
2016 - Present · 8 years and 11 months
Client Service Associate
Nov 2015 - Jan 2016 · 2 months
Client Assistant, Personal Financial Services
Mar 2014 - Aug 2015 · 1 years and 5 months
Company Details
11-50 Employees
Financial Advocates was established a Super OSJ in 1996 to provide financial advisor practices with superior, concierge-level service. Today, Financial Advocates is powered by LPL Financial and serves as a financial advisor’s primary ally. We remove the obstacles advisors encounter as they transition, grow, and manage their independent practices. We help advisors elevate their practice, experience greater choice, and build their legacy. Our knowledgeable, diverse staff has the background, experience, and expertise to support independent advisors. At Financial Advocates, we believe collaboration is the foundation of support. We work with financial advisors to build a customized service plan that meets their needs. With Financial Advocates you are independent, but never alone. --- Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. 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.
Year Founded
1996
Social Media
Linkedin
Industry
Financial Services
HQ Location
1601 Cooper Point Road NW Olympia, Washington 98502, US
Keywords
Virtual I.T.Virtual AssistantsBusiness DevelopmentRegulatory ReviewComplianceMarketingPortfolio StrategyFinancial ServicesOSJ
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