Financial Directions LLC Employee Directory

Financial ServicesArizona, United States2-10 Employees

Financial Directions LLC is a financial services firm based in Tucson, Arizona, established in 1996 and operating as a registered investment adviser since 1999. As a fiduciary under the Investment Company Act of 1940, the firm is required to place clients’ best interests first and provides advisory services through an independent model that maintains relationships with multiple financial service organizations to offer product flexibility and pricing options.

 affiliated with Triad Advisors, a broker/dealer in Atlanta, the company positions itself within the RIA ecosystem as a fee-based advisory option that can leverage broader wealth management solutions through its network. Securities are offered through Triad Advisors, while advisory services are delivered by Financial Directions LLC, which is not affiliated with Triad Advisors in the advisory capacity. The firm operates from Tucson and serves a small professional team, focusing on providing fiduciary guidance and access to a range of investment choices via its independent platform.

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