A complete list of active advisors currently associated with Fletcher Financial, LLC

Warmer can help you find a great advisor at Fletcher Financial, LLC or one who fits your needs even better.

Fletcher Financial, LLC serves individual investors as well as trusts, estates, charitable organizations, pension and profit‑sharing plans, and business entities. The firm provides discretionary investment management and consulting through its FFLLC Wrap Fee Program and may also offer a non‑wrap portfolio service when requested. The advisor constructs customized portfolios across equities, bonds, options, ETFs, mutual funds and other public and private securities using a blend of fundamental and technical analysis and a generally long‑term orientation, while permitting shorter‑term trading, margin and options strategies as appropriate to client objectives. FFLLC conducts ongoing client contact to set objectives and risk tolerance, implements discretionary trading within client‑agreed guidelines, and does not accept custody of client assets except for authorized fee deductions. Several features in the brochure are atypical for a solo independent advisor: the firm and its principal are NFA members and the principal is Series 3 licensed, enabling commodity and futures advisory/CTA services, and the firm acts as sponsor of its own wrap fee program. The brochure also notes the principal’s insurance licensure (with commissions received separate from advisory fees) and participation in Interactive Brokers’ institutional program, each of which the firm discloses as potential sources of conflicts of interest.

To learn more about the advisors currently working at Fletcher Financial, 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.