A complete list of active advisors currently associated with L & M Wealth Management and Retirement Solutions, LLC
Warmer can help you find a great advisor at L & M Wealth Management and Retirement Solutions, LLC or one who fits your needs even better.
The firm provides discretionary asset management and ongoing portfolio supervision for individual and high-net-worth clients, managing roughly $67.2 million across about 136 client accounts with a three-advisor team. Services include tailored portfolio construction using individual stocks, bonds, mutual funds, ETFs and options, with at least quarterly reviews and both wrap-fee and non-wrap account options. Its investment process combines fundamental, technical and cyclical analysis and is built around individualized risk assessments and continuous supervision. The firm deploys long- and short-term strategies and may use margin (borrowing) in separately managed accounts to increase exposure, a practice the brochure notes and that is uncommon among peers. Distinctive elements include sponsorship of a wrap-fee program and the explicit use of borrowing in managed accounts, both statistically rare among similar supported firms. The firm also recently completed an ownership restructuring following the death of an owner, and its advisors hold insurance licenses (devoting about 10% of their time to insurance activities), matters addressed in its disclosures and Code of Ethics.
To learn more about the advisors currently working at L & M Wealth Management and Retirement Solutions, 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 |
|---|---|---|
Oklahoma City, OK
| 9
| |
Oklahoma City, OK
| 34
|
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