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Mariellen Burr
Office Administrator at Financial Directions
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Work Experience
Office Administrator
Jan 2017 - Present · 7 years and 11 months
Registered Client Support Associate
Oct 2015 - Sep 2016 · 11 months
Company Details
2-10 Employees
FINANCIAL DIRECTIONS, LLC was established in 1996 and registered with the Securities Exchange Commission as a Registered Investment Advisor in 1999. As a RIA we are mandated by the Investment Company Act of 1940 to a fiduciary standard, putting our clients' best interests first. Being an independent advisory firm, Financial Directions has established relationships with numerous financial service organizations. These relationships afford a great opportunity in product flexibility and pricing efficiencies and help assure that our clients will be confident and comfortable with their investment selections and their advisory relationship. Financial Directions is affiliated with Triad Advisors, LLC, (www.triad-advisors.com) a broker/dealer in Atlanta, Georgia. Triad Advisors caters to high-end, fee-based advisors and offers sophisticated technological solutions and an extensive menu of wealth and management solutions. Triad Advisors is a subsidiary of Ladenburg Thalmann Financial Services, Inc. (www.ladenburg.com). Ladenburg Thalmann has provided investment banking, venture capital, and shareholder value since its founding in 1876. Securities offered through Triad Advisors, member FINRA/SIPC Advisory Services offered through Financial Directions LLC, Financial Directions LLC is not affiliated with Triad Advisors
Year Founded
1996
Social Media
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Industry
Financial Services, Financial Industry Supplies
HQ Location
1228 E. Prince Road Tucson, Arizona 85719, US
Keywords
Retirement PlanningEstate PlanningInvestment Advisory ServicesCollege PlanningWorkplace Retirement PlansTax PlanningDistribution Planning401k/401a/403b/Profit Sharing/IRA/Roth IRA/529/Non-Retirement Investment Accounts
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