A complete list of active advisors currently associated with Tavel Insurance & Financial Services, LLC
Warmer can help you find a great advisor at Tavel Insurance & Financial Services, LLC or one who fits your needs even better.
The firm provides investment advisory services and insurance products to individual and high‑net‑worth clients. As a registered investment adviser, it refers clients to unaffiliated third‑party investment advisers for portfolio management and also operates as a licensed insurance agency offering insurance products. Rather than directly managing client assets, the firm conducts searches, recommends third‑party investment advisers and programs, and monitors the selected managers on an ongoing basis; clients sign agreements directly with those managers. The firm does not assume discretionary trading authority, does not custody client assets, and does not execute trades or vote proxies for accounts managed by the third‑party advisers it recommends. What is distinctive for a solo independent adviser is the combination of advisory referrals with active insurance brokerage: licensed agents associated with the firm earn commission‑based compensation for insurance sales and devote a substantial portion of their professional time to insurance activities, a potential conflict the firm discloses and addresses through its code of ethics. The firm generally shares in fees paid to recommended third‑party managers rather than providing in‑house portfolio management or billing clients directly for asset management.
To learn more about the advisors currently working at Tavel Insurance & Financial 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 |
|---|---|---|
Fort Lauderdale, FL
| 21
|
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