Medcall advisors

Author: v | 2025-04-25

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32751 2 1 $136,024,140 A Percentage of AUM AEGIS WEALTH MANAGEMENT, LLC 698 N. Maitland Avenue, Suite 102, Maitland, FL 32751 4 454 $134,529,157 Fixed Fees FELLOWSHIP FINANCIAL GROUP 630 N Wymore Road, #304, Maitland, FL 32751 4 907 $111,860,986 A Percentage of AUM, Hourly charges, Other (THIRD PARTY ADVISOR FEES) Select other cities around Maitland, Florida to broaden your search for a financial advisor Financial Advisors in Boca Raton, Florida Financial Advisors in Brandon, Florida Financial Advisors in Fort Lauderdale, Florida Financial Advisors in Jacksonville, Florida Financial Advisors in Jensen Beach, Florida Financial Advisors in Maitland, Florida Financial Advisors in Melbourne, Florida Financial Advisors in Miami, Florida Financial Advisors in Orlando, Florida Financial Advisors in Oviedo, Florida Financial Advisors in Palm City, Florida Financial Advisors in Pompano Beach, Florida Financial Advisors in Safety Harbor, Florida Financial Advisors in Saint Petersburg, Florida Financial Advisors in Sarasota, Florida Financial Advisors in Satellite Beach, Florida Financial Advisors in Tampa, Florida Financial Advisors in Wesley Chapel, Florida Frequently Asked Questions Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor. Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and

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--> There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals. We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. Finding the Top Financial Advisor in Maitland, Florida Last Updated - March 15, 2025 Maitland has 5 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Maitland, Florida have an average of 28 years of experience. NOTE: The list of vetted financial advisors in Maitland, Florida mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Maitland, Florida. Qualified Financial Advisors in Maitland, Florida Financial Advisor Experience AUM Minimum Assets Fee Structure Steven Hartman AAMS®, AIF® PRIVADA WEALTH MANAGEMENT 549 North Wymore Road, Suite 208, Maitland, FL 32751 32 Years $120,000,000 $500,000 Fee-Based Edelman Financial Engines, LLC 1900 Summit Tower Boulevard, Suite 230, Orlando, FL 32810 Not Disclosed

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This provider?FIT Advisors is an independent, fee-only firm that specializes in serving physicians, business owners, and young professionals who are in the process of accumulating wealth. Their clients can expect financial planning, investment management, and tax planning services that are specially tailored to their situation and stage in life. The firm is a Certified Financial Planner, Certified Public Accountant, and a member of both the Fee-Only Network and the National Association of Personal Financial Advisors. It offers complimentary, no-obligation consultations for people who want to find out more. Best Financial Advisors Serving ChicagoChicago, IL 60606Visit WebsiteExpertise.com RatingReview SourcesYelp5.0 (6)Why choose this provider?Merino Wealth provides a comprehensive suite of financial advisory and wealth management services. They take a down-to-earth approach to support clients in all walks of life with a strong passion for helping women to get more out of their financial lives. Their goal is to help clients make more comfortable and confident financial decisions with less stress. The firm focuses on working with individual and small business owners with personalized savings strategies, investment management, business financial planning, family finances, and more. From growing wealth to strategically preserving it, their skilled and experienced team is happy to help. Merino Wealth Management is located in the Chicago Loop. Best Financial Advisors Serving Chicago515 North State Street, Suite 1770, Chicago, IL 60654Visit WebsiteExpertise.com RatingWhy choose this provider?Aaron Wealth Advisors is an independent advisory firm dedicated to helping sophisticated individuals, multi-generational families, and family offices manage the complex business of their wealth headquartered in Chicago. It caters to individuals, families, executives, and entrepreneurs. Aaron Wealth Advisors provides clients with institutional quality advice, products, investment vehicles, and consolidated reporting, while delivering a highly customized service that truly focuses on the family. Aaron Wealth Advisors was established by Gary Hirschberg, J.D, CTFA in 2018 after. MedCall Advisors contact info: Phone number: (888) Website: www.medcalladvisors.com What does MedCall Advisors do? MedCall Advisors is a leader of

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Advisor Window The Advisors are a feature of Age of Empires Online.Gameplay[]Advisors give bonus and advantages when aging up and stay for the rest of the match or quest.Advisors can be looted from Quests, traded with other players, or bought from a City store.Advisors can be modified from your Advisor Hall building, there can be only one Advisor active for each age.You must be level 5 to use Age 1 and 2 advisors, level 10 to use Age 3 advisors and level 15 to use Age 4 advisors. As the Advisor Hall itself is not available until level 8 this effectively raises the minimum level requirement for Age 1 and 2 advisors from 5 to 8.New! Now you can create and keep 5 batches of advisors and you can switch whenever you want to adapt to the next quest.List of Advisors[]Main article: List of AdvisorsThere are 4 versions of each advisor. You can recognize these by the color of their framework.Common (Grey)Uncommon (Green)Rare (Blue)Epic (Purple)Legendary (Orange)Unique Unit Advisors[]There also advisors from Age 3 and Age 4 that provide Unique Units that can be trained at the Fortress. The Rarity of the Advisor determines the strength of the Unique Units: Common (No prefix), Uncommon (Veteran), Rare (Master) and Epic (Champion).Note: Only Greek, Egyptian, Persian and Celtic civilizations have unique unit advisors. Advisors Copper Age Aapep · Agathon · Erastos · Finnbar · Irene · Kleon · Leonnorios · Leucon · Niall · Odysseus · Philon · Shahriyar · Thutmose · Weylin · Zephyros Bronze Age Agape · Agvald · Amunet · Andrasta · Audun · Bardiya · Berosus · Bes · Britomartus · Cartimandua · Combutis · Conall · Cyric · Davcina · Diviciacus · Dumnorix · Eochaid · Gaiana · Herakleides · Hermolaos · Heron · Horus · Hyginus · Kleitos · Lycurgus · Minos · Nannus · Narmer · Octavius · Ormazdiyar · Panhsj · Perikles · · Servilia Socrates · Thoth · Timon · Userhet · Village Elder · Zeno Silver Age Ahapitep · Ammon · Arsham · Bathanatos · Batoshipip · Bolgios · Cassivellaunos · Cavarus · Djer · Etain · Farzana · Gerda · Gladius · Hathor · Havard · Herculos · Kosmas · Leonidas · Ligeia · Lohrasb · Lucius · Matius · Mehrab · Nekhbet · Nynetjer · Onesiphorus · Orestorius · Pamphilos · Pytheas · Rohham · Seneb · Siavash · Sohrab · Sophia · Sostrate · Stephanos · Tahmineh · Tawaret · Tisamenos · Titus · Torhild · Tumerok · Vercassivellaunos · Viriathos · Zhubin Golden Age Acichorios · Agamemnon · Alexander · Ambiorix · Amytis · Apollonius · Arash · Atilius · Bahadur · Bahram · Beorix · Bjørn · Boudicca · Brann · Brennos · Comontorios · Crassus · Darius · Deverell · Esfandiyar · Finnulfr · Garshasp · Golden Hippikon · Hatshepsut · Ingrid · Jason · Julius Caesar · Kaveh · Khaba · Khepri · Leotarios · Makru · Mark Antony · Medias · Namor · Nebuchadnezzar ·

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ChristaLeson Plante Moran Financial Advisors CRD#6941589 Investment Advisor in El Paso, TX About this Advisor Christa Leson is a financial advisor based in El Paso, Texas, working with Plante Moran Financial Advisors. Christa has previously held positions at Plante Moran Financial Advisors and St Cloud State University. Christa has passed the Series 65 regulatory exam and is registered to provide services in Michigan and Texas.Currently, Christa is part of Plante Moran Financial Advisors, which operates out of El Paso, Texas. The firm has 12 offices and 141 employees. The firm manages assets totaling $19.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients.The fee structure at Plante Moran Financial Advisors includes asset-based, hourly, and fixed fees. Certifications and Registrations Series 65, CERTIFIED FINANCIAL PLANNER™ Services Offered Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients Fee Structure Percentage of Assets, Hourly Charges, Fixed Fees Not sure which advisor is right for you? Use our matching tool. Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today. Plante Moran Financial Advisors Brokerage Details Total Assets Under Management $19,432,085,297 TX Average: $943,424,332 Total Number of Employees 141 TX Average: 21 Total Number of Accounts 16,708 TX Average: 1,586 Average Account Size $1,163,041 TX Average: $594,845 Investment Advisory Services Financial planning services Portfolio management for individuals and/or small businesses Portfolio management for businesses or institutional clients Christa Leson Work History 2017 - Present (8 years) Plante Moran Financial Advisors 2016 - 2017 (1 year) St Cloud State University 2016 - 2016 ( Plante Moran Financial Advisors 2015 - 2016 (1 year) St Cloud State Univerity 2014 - 2015 (1 year) St Cloud State University 2013 - 2017 (4 years) St Cloud State University Disclosures Please visit the SEC profile of Christa Leson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor. Financial Advisors at Plante Moran Financial Advisors The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from

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Wealthbox Introduces Two-Way Sync Integration with LPL Financial's ClientWorks PlatformWealthbox Introduces Two-Way Sync Integration with LPL Financial's ClientWorks PlatformPR NewswirePROVIDENCE, R.I., March 4, 2025PROVIDENCE, R.I., March 4, 2025 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, announced a two-way sync integration with ClientWorks, LPL Financial's advisor technology platform. This powerful integration allows LPL-affiliated advisors to sync client data between Wealthbox and ClientWorks, streamlining workflows and ensuring client information remains accurate and up-to-date across both platforms. "We're grateful for our continued partnership with LPL Financial and excited to offer this two-way sync between Wealthbox and ClientWorks," said John Rourke, CEO and Co-founder of Wealthbox. "At Wealthbox, we're committed to providing advisors with the tools they need to manage client relationships and operations more effectively, and this integration takes that mission to the next level.""We are excited to collaborate with Wealthbox to elevate the tools for our advisors," said Gary Carrai, Chief Product Officer at LPL Financial. "The two-way sync between Wealthbox and ClientWorks enhances flexibility, ensures precision, and empowers advisors to deliver exceptional service and build thriving practices."The ClientWorks and Wealthbox two-way sync integration provides real-time syncing of contact information, reducing administrative overhead and eliminating the risk of inconsistencies in client data. Whether adding new clients or updating existing records, the data is instantly reflected across both systems, keeping everything organized and up to date. Advisors can now manage their client relationships more efficiently and focus on providing more personalized service to their clients. Advisors can also see client. MedCall Advisors contact info: Phone number: (888) Website: www.medcalladvisors.com What does MedCall Advisors do? MedCall Advisors is a leader of