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Carrie Klinger
Office Manager at Premier Wealth Advisors
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Work Experience
Office Manager
Sep 2012 - Present · 12 years and 4 months
National Marine Mammal Foundation
Bookkeeper
Apr 2011 - Mar 2013 · 1 years and 11 months
Finance/Hr Director
Apr 2008 - Dec 2011 · 3 years and 8 months
Company Details
Premier Wealth Advisors is an SEC Registered Investment Advisor. The firm was founded in 1992 and guides a broad range of clients, such as high net worth families, business owners, corporate executives, foundations, and non-profits, through life's important financial decisions. We proudly adhere to the "fiduciary standard". Our services include: Wealth Management We take a comprehensive approach to wealth management, ensuring that our recommended strategies are in sync with your unique objectives. Whether you’re in the accumulation, preservation, or distribution phase of your investment cycle, our strategies address each phase, in step with your current circumstances and requirements. Asset Management Whether you are an individual or an organization, you are unique and your investment portfolio should be, too. Our process begins with a clear understanding of your specific investment needs and objectives. We use this understanding to construct a custom portfolio strategy, blending your circumstances with our view of market conditions, investment solutions, and tax efficiencies. Investment Adviser Representative offering advisory services through Premier Wealth Advisors, LLC (PWA) & First Allied Advisory Services, Inc. (FAAS). Both Registered Investment Advisers. Securities are offered through First Allied Securities, Inc., a registered broker/dealer. Member: FINRA/SIPC. First Allied entities are under separate ownership from any other entity.
Year Founded
1992
Social Media
Linkedin
Industry
Investment Management
HQ Location
1411 Broadway 16th Floor New York, NY 10018, US
Keywords
Asset ManagementInvestment ManagementFinancial PlanningIncome Distribution PlanningLegacy PlanningRetirement Planningand Tax Efficient Investing
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