A complete list of active advisors currently associated with First Retirement Services LLC
Warmer can help you find a great advisor at First Retirement Services LLC or one who fits your needs even better.
First Retirement Services, LLC is a Florida‑registered investment adviser that offers portfolio management, investment analysis, and fixed‑fee financial planning to individuals and high‑net‑worth clients as well as certain business entities. While many firms in its investment‑manager peer group focus on pooled or institutional mandates, this firm explicitly discloses it serves individual and HNW clients. The firm describes a model‑driven approach that combines quantitative, fundamental, technical, cyclical, and economic analysis to inform discretionary trading and ongoing portfolio reviews under a signed client agreement. It does not act as a custodian of client assets and places trades through qualified custodians, and the brochure states the firm does not accept commissions for securities transactions. Distinctive elements include its small, single‑advisor structure and a reported absence of assets under management as of the latest disclosure, and an affiliated real estate activity: the firm’s principal is a licensed real estate agent and may offer commissionable real‑estate services, a conflict the brochure discloses. The firm also reports no disciplinary history and provides both standalone financial planning and discretionary investment management, positioning it toward individual clients rather than typical institutional pooled‑asset mandates.
To learn more about the advisors currently working at First Retirement Services 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 |
|---|---|---|
Parkland, FL
| 15
|
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