A complete list of active advisors currently associated with Commercial Trust Financial Services
Warmer can help you find a great advisor at Commercial Trust Financial Services or one who fits your needs even better.
Commercial Trust Financial Services acts as sponsor and portfolio manager for a wrap-fee investment program, providing discretionary portfolio management and ongoing investment advice for accounts custodied at LPL Financial. The firm manages and trades a range of instruments including mutual funds, equities, ETFs (including precious metals), closed-end funds, fixed income, unit investment trusts, options, and insurance products such as annuities. CTFS documents client objectives in individualized Investment Policy Statements and implements strategies using fundamental and cyclical analysis, modern portfolio theory, and a long-term trading orientation, with discretionary authority to execute transactions. The firm may use or blend model portfolios supplied by LPL, third-party strategists, or CTFS, and conducts annual performance reviews to monitor portfolios. Distinctive features include CTFS’s role as both wrap-fee sponsor and portfolio manager — a combination that is uncommon for firms in this category — and its organizational ties to a banking entity and to insurance-related activities, including licensed insurance personnel and annuity offerings. The firm requires use of LPL as custodian and elects to pay transaction charges on clients’ behalf (which can affect trading incentives), and its ADV filing reports no assets under management at the time of the brochure.
To learn more about the advisors currently working at Commercial Trust Financial Services, 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 |
|---|---|---|
Fayette, MO
| 13
| |
Fayette, MO
| 26
| |
Fayette, MO
| 1
| |
Fayette, MO
| 3
| |
Fayette, MO
| 1
|
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