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(800) 585-9888
[email protected]
www.FinancialTeam.com

Other Locations

Orlando (407) 859-4334
Atlanta (404) 991-2788
Daytona Beach (386) 788-3737
Tampa (813) 874-7200

Services

FirsTrust will work with clients remotely. FirsTrust offers comprehensive wealth management, investment management, and financial planning. There are digital platform (robo) services available.

Compensation methods accepted
Assets Under Management (AUM)
Hourly
Fixed fee based on assets or financial circumstances.

Required education for senior advisors in the firm
Advanced education in Finance or a related area
CFP® (Certified Financial Planners)
CFA® (Chartered Financial Analyst)
Specialty in divorce and/or mediation matters as well as fiduciary matters for trustees.

Link to SEC/state registration:
https://www.adviserinfo.sec.gov/IAPD/content/ViewForm/crd_iapd_stream_pdf.aspx?ORG_PK=111800