A complete list of active advisors currently associated with PSI Advisors, LLC

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

PSI Advisors is a registered investment adviser operating as a network of independent investment adviser representatives and manages approximately $801 million for a mix of individual, high-net-worth, business, and employer-sponsored retirement plan clients. Services described in the brochure include portfolio management, fee-based financial planning (including fixed and hourly arrangements), retirement plan fiduciary and consulting services, and participation in multiple LPL-sponsored advisory programs. The firm says IARs tailor client plans using a range of analytical methods (fundamental, quantitative, technical, charting) and employ model allocations, long-term trading, and, where appropriate, margin and options strategies; accounts can be managed on a discretionary or non-discretionary basis and the firm uses LPL platforms including algorithm-based Guided Wealth Portfolios for some clients. PSI also provides ERISA-related plan services (including selection and monitoring of designated investment alternatives and creation of model asset allocation portfolios) and offers participant education and consulting as part of its retirement practice. Noteworthy disclosures in the brochure that distinguish PSI from many peers include the firm’s stated use of client testimonials in advertising and the emphasis on a dual-role model: most IARs are dually registered as broker-dealer representatives with LPL and may be licensed insurance agents operating under separate DBAs, and the brochure discloses substantial transition assistance and forgivable loans from LPL to the firm and its representatives and discusses the resulting conflicts of interest. The firm also participates in wrap-fee programs and a broad suite of LPL program offerings (including outsourced model and robo solutions), a combination of features the brochure presents as material to clients’ custody and program-selection decisions.

To learn more about the advisors currently working at PSI 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.