U-Vest® Financial

Financial Services • Tallahassee, Florida, United States • 1-10 Employees

Company overview

Headquarters	1673 Mahan Center Blvd., Tallahassee, Florida 32308, US
Website	u-vestfinancial.com
NAICS	52
Keywords	Investments, Business Services, Financial Planning, Retirement Services, Education Funding, Legacy And Planned Giving
Founded	2019
Employees	1-10

Key Contact at U-Vest® Financial

Tobi Sanders

Director Of Operations

U-Vest® Financial Email Formats

U-Vest® Financial uses 1 email format. The most common is {first name} (e.g., john@u-vestfinancial.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@u-vestfinancial.com	100%

About U-Vest® Financial

Investments | Financial Planning | Insurance Our goal is to move financial planning forward by providing clients with an open atmosphere and a diverse pool of resources for their financial needs. - - - - - - - • Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (www.finra.org and www.sipc.org) • Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss 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.

U-Vest® Financial revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Employees by Department

U-Vest® Financial has 2 employees across 1 departments.

Departments

Number of employees

Funding Data

U-Vest® Financial has never raised funding before.

Frequently asked questions

U-Vest® Financial is located in Tallahassee, Florida, US.

U-Vest® Financial was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

U-Vest® Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at U-Vest® Financial

Tobi Sanders

Director Of Operations

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