Miller Financial SVC

LPL Financial, situated in Saint Petersburg, FL, serves as a prominent independent broker-dealer specializing in a wide range of investment products, advisory services, and holistic wealth management solutions. Catering to financial advisors, institutions, and registered investment advisors (RIAs), this establishment equips professionals with the essential resources and cutting-edge technology platforms needed to offer tailored financial counsel. By providing robust support in compliance oversight, practice management, and innovative technology services, LPL Financial is dedicated to empowering advisors to deliver personalized and effective financial guidance. At the core of their mission in the intricate financial services realm, LPL Financial focuses on enhancing the efficiency, precision, and autonomy of financial advisors. With a strategic emphasis on facilitating seamless client engagement, this institution plays a pivotal role in enabling advisors to navigate the complexities of the financial landscape with confidence and competence. Positioned in the vibrant locale of Saint Petersburg, LPL Financial stands as a beacon of support and advancement for professionals seeking to elevate their practice and better serve their clients. Generated using this brand's available information

Refinance and Mortgage Loans Made Simple. At Savvy Mortgage Lending, we take pride in being there when our borrowers need us, day and night. Our business is based on uncompromised Value, Expertise, Integrity, Accountability, and a YES I CAN ATTITUDE.

Bart Bates is a First Vice President and Wealth Management Financial Advisor with UBS Financial Services Inc. in Saint Petersburg, FL. With over 34 years of experience, he specializes in asset allocation, total portfolio management, and retirement income planning, guiding clients through various financial climates. His educational background includes a bachelor's degree in business administration from the University of South Florida and completion of the Securities Industry Institute program at the Wharton School of Business. Bart emphasizes a comprehensive approach to wealth management that encompasses liquidity, longevity, and legacy strategies tailored to individual client needs. Generated from the website