Foresee Wealth Advisors is an independent advisory firm strategically partnered with Financial Advocates. Financial Advocates provides operational support, business development, and supervisory oversight to maintain compliance with the highest industry standards. You can learn more about Financial Advocates at www.financialadvocates.com.
In addition, Foresee Wealth Advisors is partnered with the largest independent brokerage firm, LPL Financial, as reported in Financial Planning magazine 1996-2011, based on total revenues. LPL Financial provides me the tools, technology, and support allowing me to provide unbiased and objective advice to my clients. You can learn more about LPL Financial at www.lplfinancial.com.
As an independent advisory firm, Foresee Weath Advisors has access to multiple custodians for holding your advisory and brokerage accounts including: LPL Financial, Charles Schwab Institutional, and National Financial Services, LLC (A Fidelity Investments Company).