Linea Private Wealth Management, Llc

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Description

  • Independent Advice Delivered With Integrity and CareAt Linea Private Wealth Management, we understand the complex challenges successful families, retirees and business owners face when it comes to properly managing their wealth. Beyond the numbers, we approach our clients with compassion and with only one desirethe desire to do our best work, without thought of pay.Our job is to assist you in making financial and investment decisions that positively impact your family now and in the future. Weve built a team of specialists who can work with you in whichever area(s) you need assistance. From comprehensive planning to insurance reviews to investment management, we have the core competence necessary to help you move forward with confidence.Securities offered through LPL Financial, Member SIPC www.SIPC.org. Investment advice offered through IFG Advisory, LLC a registered investment advisor. IFG Advisory, LLC, and Linea Private Wealth Management are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.lineawealth.com
  • location

    Headquarters:4401 Northside Parkway Northwest Suite 900, Atlanta, Georgia, United States

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  • Linea Private Wealth Management, Llc phone

    Phone Number: +1 770-731-8500

  • Linea Private Wealth Management, Llc website

    Website: https://www.lineawealth.com

  • Linea Private Wealth Management, Llc employees

    Employees:5

  • Linea Private Wealth Management, Llc revenue

    Revenue:$0 - 1M

  • Linea Private Wealth Management, Llc legal name

    Legal Name:Linea Private Wealth Management, Llc

  • Linea Private Wealth Management, Llc's Social Media

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  • |  NAICS Code: 236115  |

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Person level website identification

Director Of Client Relations for Linea Private Wealth Management, Llc

Fpqp Anne Jacobs

Director Of Client Relations

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Fpqp Anne Jacobs

Director Of Client Relations

Anne Jacobs

Operations Manager

Frequently Asked Questions regarding Linea Private Wealth Management, Llc

  • Where are Linea Private Wealth Management, Llc's Headquarters?

    Linea Private Wealth Management, Llc's Headquarters are in 4401 Northside Parkway Northwest Suite 900,Atlanta,Georgia,United States

  • What is Linea Private Wealth Management, Llc's phone number?

    Linea Private Wealth Management, Llc's phone number is +1 770-731-8500

  • What is Linea Private Wealth Management, Llc's official website?

    Linea Private Wealth Management, Llc's official website is https://www.lineawealth.com

  • What is Linea Private Wealth Management, Llc's Revenue?

    Linea Private Wealth Management, Llc's revenue is $0 - 1M

  • What is Linea Private Wealth Management, Llc's NAICS code?

    Linea Private Wealth Management, Llc's NAICS code is 236115

  • How many employees are working in Linea Private Wealth Management, Llc

    Linea Private Wealth Management, Llc has 5 employees

  • What is Linea Private Wealth Management, Llc's Industry?

    Linea Private Wealth Management, Llc is in the industry of Financial Services

  • Who is Linea Private Wealth Management, Llc's Director Of Client Relations?

    Linea Private Wealth Management, Llc's Director Of Client Relations is Fpqp Anne Jacobs

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