A complete list of active advisors currently associated with TEP Financial Solutions LLC
Warmer can help you find a great advisor at TEP Financial Solutions LLC or one who fits your needs even better.
TEP Financial Solutions is a solo registered investment adviser that provides discretionary investment supervisory services and integrated financial planning to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations, and it offers employer-focused 401(k) programs including a Daily Valuation service and a 401(k) Pilot participant service. The firm also conducts no-cost seminars and workshops intended to educate attendees on direct security and mutual fund investing; these presentations do not provide individualized investment advice. The firm’s stated investment philosophy emphasizes value-driven, fundamental analysis with a long-term horizon, seeking companies with strong balance sheets, dependable earnings and dividend histories while buying with a margin of safety. Portfolio management is delivered in partnership with an external money manager and may employ limited option strategies such as covered calls and spreads; financial planning is generally provided in connection with investment management at no additional charge. Noteworthy disclosures in the brochure include ownership ties to an affiliated certified public accounting practice and a separate business consulting entity, with reciprocal referral arrangements disclosed as potential conflicts of interest and procedures described to mitigate them. The firm is newly formed and small in scale—operating as a sole practitioner with limited assets and clients at the time of initial disclosure—and it relies on third-party relationships (a money manager and Fidelity’s institutional services) for custody, trading support and some operational functions.
To learn more about the advisors currently working at TEP Financial 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 |
|---|---|---|
Tamarac, FL
| 3
|
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