A complete list of active advisors currently associated with Advanced Trader Investment Advisors, LLC.
Warmer can help you find a great advisor at Advanced Trader Investment Advisors, LLC. or one who fits your needs even better.
Advanced Trader Investment Advisors, LLC provides ongoing portfolio management, asset-allocation consulting, and financial planning to a mix of individual clients, ultra-high-net-worth individuals, corporate executives, and retirement plan sponsors. The firm typically charges asset-based advisory fees and offers discretionary management as well as hourly consulting engagements. The adviser documents client goals and constraints in individualized Investment Policy Statements and uses a blend of fundamental, technical, charting, and cyclical analysis to construct and monitor portfolios. It employs a range of trading approaches — including long- and short-term positions, short sales, margin, and options strategies — and manages accounts under both standard advisory arrangements and, for qualified investors, performance‑based compensation. A distinctive feature disclosed in the brochure is that the firm’s principal also holds life, health, and variable insurance licenses and may offer commissionable insurance products to clients, a dual role the firm acknowledges as a potential conflict of interest. The firm also maintains execution and custody practices that direct clients to the advisor’s recommended custodian and documents procedures intended to address conflicts when performance fees are used.
To learn more about the advisors currently working at Advanced Trader Investment Advisors, LLC., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Springfield, IL
| 21
|
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