A complete list of active advisors currently associated with Thirteen Twenty-Two Advisors

Warmer can help you find a great advisor at Thirteen Twenty-Two Advisors or one who fits your needs even better.

Thirteen Twenty-Two Advisors provides portfolio management, pension consulting, and financial planning, and it participates in multiple LPL Financial–sponsored advisory programs. The firm also advises retirement plans and may refer clients to third‑party money managers for portions of client portfolios. The firm documents investment policy statements for clients, typically seeks discretionary trading authority, and employs a range of analytical approaches (charting, cyclical, fundamental, technical and modern portfolio theory) across strategies that can include long‑ and short‑term trading, options, margin and short sales. It conducts due diligence when selecting other advisers and uses model-portfolio and separately managed account platforms offered through LPL to implement or allocate to outside strategies. TTA is under common ownership with a tax preparation/accounting business and its supervised persons may be licensed insurance agents who can offer commissionable insurance products, an affiliation profile that is uncommon among peers and that the firm discloses as a potential conflict. The firm also provides pension consulting, accepts both fixed and hourly planning engagements and discloses that it currently reports no assets under management or client accounts despite having multiple advisory personnel.

To learn more about the advisors currently working at Thirteen Twenty-Two Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.