Company intelligence
15 Wealth
About 15 Wealth
15 Wealth is redefining wealth strategy. Our high performance back office, our in-house tech, and collaboration with specialized advisors and wealth strategists is our ethos for elevating wealth investing for advisors and clients. Clients are supported by advisors who spend their time with clients. Our back office execution, operational support, proprietary technology, and collaborative strategy support advisors at scale while preserving independence and strengthening the advisor-client relationship. Advisors have a shared advantage inside our embedded network of visionaries, specialists, and wealth strategists. Together, we sharpen ideas, harness technology, and deliver a model where both advisors and clients thrive. ____________________________________________________________________ Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through TSFG, LLC, a Registered Investment Advisor. TSFG, LLC and GradePoint Financial, LLC, and 15 Wealth are separate entities from LPL Financial. www.finra.org. www.sipc.org Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state
Verified activity
Signals from 15 Wealth
8 published signals
People
15 Wealth welcomed Kayla DePina as an Advisor Relations Associate.
Reported by 15 Wealth
Strategy & Corporate Development
15 Wealth was built by advisors who wanted more and didn’t find it anywhere else.
Reported by 15 Wealth
People
15 Wealth has an advisor team consisting of Christopher Lex, CRPC, Carmen Lex, Amanda Miller, Devin Richard, Jonathan Vila, David Hilbig, CFP, Erin Johnson, CFP, Justin Gardiner, Kenneth Hughes, Ashton Medina, CFA, CFP, CEPA, Bob Philpott, Chris Hassell, Andy H. John Graham, Patrick Graham, Kevin Quesada, Eric Maniaci, Carlos Moisa, Jaime Lewis, Patrick J. Doyle, Jon Richard, Matthew Roberts, CFS, CAS, Darla Haines, Mills, Matthew Liggett.
Reported by 15 Wealth
People
15 Wealth welcomed Gus Serrani as Operations Specialist.
Reported by 15 Wealth
People
15 Wealth has an advisor team consisting of Christopher Lex, CRPC, Carmen Lex, Amanda Miller, Devin Richard, Jonathan Vila, David Hilbig, CFP, Erin Johnson, CFP, Justin Gardiner, Kenneth Hughes, Ashton Medina, CFA, CFP, CEPA, Bob Philpott, Chris Hassell, Andy H. John Graham, Patrick Graham, Kevin Quesada, Eric Maniaci, Carlos Moisa, Jaime Lewis, Patrick J. Doyle, Jon Richard, Matthew Roberts, CFS, CAS, Darla Haines, Mills, Matthew Liggett
Reported by 15 Wealth
People
15 Wealth welcomed Matthew Liggett as a Private Wealth Advisor specializing in equities, derivatives, and futures trading.
Reported by 15 Wealth
People
15 Wealth welcomed Darla Haines Mills, her husband Craig Haines Mills, and their son Duncan Haines Mills to the company.
Reported by 15 Wealth
Customers & Market
15 Wealth highlights that oil prices are back above $90 a barrel as renewed tensions between the U.S. and Iran have put the Strait of Hormuz back in focus.
Reported by 15 Wealth