PB FAM Private Wealth, Powered by LPL Financial
Financial Services • 
Sandy Springs, Georgia, United States • 1-10 Employees
Company overview
| Headquarters | 5555 Glenridge Connector NE, 200, Sandy Springs, Georgia 30342, US |
| Phone number | +14407256474 |
| Websites | |
| NAICS | 52 |
| SIC | 541 |
| Founded | 2023 |
| Employees | 1-10 |
Key Contact at PB FAM Private Wealth, Powered by LPL Financial
Neal Foushee
Senior Vice President, Director of Business Management
PB FAM Private Wealth, Powered by LPL Financial Email Formats
PB FAM Private Wealth, Powered by LPL Financial uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@lplfinancial.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@lplfinancial.com | 100% |
About PB FAM Private Wealth, Powered by LPL Financial
We focus on concierge wealth management and building strong relationships with our clients. We are constantly striving to provide value to our clients by approaching our relationships with family. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with PB FAM Private Wealth may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 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.
PB FAM Private Wealth, Powered by LPL Financial revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
PB FAM Private Wealth, Powered by LPL Financial has never raised funding before.
Frequently asked questions
4.8
40,000 users
