Fiduciary Advisors Email Formats
Financial Services • 
Newport Beach, California, United States • 11-20 Employees
Fiduciary Advisors Email Formats
Fiduciary Advisors uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@fiduciaryadvisors.biz), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@fiduciaryadvisors.biz | 100% |
Key Contacts at Fiduciary Advisors
Ryan Lambert
Director, Client And Investment Management Services
Joe Ordonez
Director, Retirement, Investment & Financial Planning Services
Company overview
| Headquarters | 895 Dove Street, Suite 300, Newport Beach, California 92660, US |
| Phone number | +18445537872 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Advisory Services, Plan Management, Defined Benefit, Employee Education, 401(K) And 403(B), Fiduciary Consulting, Key Employee Insurance Solutions, Non-Qualified Deferred Compensation Programs, Rfp And Benchmarking Of Fees, Services And Investments |
| Founded | 2014 |
| Employees | 11-20 |
| Socials |
About Fiduciary Advisors
Fiduciary Advisors, LLC supports employers with investment advisory services (as a fiduciary), participant guidance and education, plan design consulting, provider search/benchmarkings, and fiduciary and administration support. 401(k) | 403(b) | Defined Benefit | Cash Balance | Non-Qualified Deferred Compensation | Executive Benefits For more information and to learn more, visit our website: https://fiduciaryadvisors.biz. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (www.finra.org) /SIPC (www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Fiduciary Advisors, LLC or any other entity listed on this website. Kestra IS, Kestra AS, Fiduciary Advisors, LLC and any affiliated companies, employees or representatives do not provide tax or legal advice. CA insurance License: 0E92296. Finra's BrokerCheck: http://brokercheck.finra.org. Form CRS and Reg BI Disclosure: https://bit.ly/KF-Disclosures. https://fiduciaryadvisors.biz and information on this website is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra IS and Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the compliance department of Kestra IS and Kestra AS at (844) 553-7872. © 2020 Fiduciary Advisors, LLC. All rights reserved. Privacy Policy and Disclaimer: https://fiduciaryadvisors.biz/privacy-policy#4a9d91ed-85e0-410c-a3f2-273067b377ee
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Fiduciary Advisors has 7 employees across 3 departments.
Departments
Number of employees
Funding Data
Fiduciary Advisors has never raised funding before.
Fiduciary Advisors Tech Stack
Discover the technologies and tools that power Fiduciary Advisors's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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