15 Wealth welcomed Kayla DePina as an Advisor Relations Associate.
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We’re excited to welcome Kayla DePina to 15 Wealth as an Advisor Relations Associate. Kayla joins our team with a strong focus on organization, execution and creating an…
Company
15 Wealth
- Industry
- Financial Services
- Company size
- 11–50 employees
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
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Latest activity from 15 Wealth
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Strategy & Corporate Development
15 Wealth was built by advisors who wanted more and didn’t find it anywhere else.
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.
People
15 Wealth welcomed Gus Serrani as Operations Specialist.
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