Review LPL Financial Located At First City Bank Of Florida In okaloosa, florida, united-states | Investing Service In Okaloosa
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LPL Financial Located At First City Bank Of Florida
135 Perry Ave SE
Okaloosa,
Florida,United-states - 32548
Detailed description is Assisting clients in the imagination and realization of their dreams ...
one family at a time.
Mark Dutram, CPWA®, CFP® has twenty years of experience in helping to address the financial, retirement and investment planning needs of families, business owners and professionals..
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Mark teaches classes at North West Florida State College on various life and financial planning concepts such as investments, asset management, risk management and estate planning.
Our financial planning department focuses on the advanced planning issues surrounding qualified plan distributions and retirement plan minimum distribution decisions, executive compensation and estate tax planning, planning properly for estate conservation and distribution, as well as comprehensive asset management.
Mark has achieved the CERTIFIED FINANCIAL PLANNER™ designation as well as the Certified Private Wealth Advisor designation to provide the broadest depth of knowledge in the areas of finance to best help his clients.
Mark is an active member of the Emerald Coast Estate Planning Council where he serves on the Board of Directors and as Treasurer.
He is a current Board of Director and President for Fresh Start for Children and Families.
Mark is also the on the Board of Directors for the Ft.
Walton Beach Chamber of Commerce.
Mark is currently in the Director’s Club with LPL Financial and is a financial planner offering securities and financial planning services through LPL Financial, a broker-dealer and registered investment advisor..
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Mark S.
Dutram, CFP®, CPWA®.
Vice President.
LPL Financial Planner.
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Jonathan Slater.
Business Development Advisor.
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Denise Dumas.
Client Relationship Manager.
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Jennifer Inzunza.
Client Associate
Established in the recent years LPL Financial located at First City Bank of Florida in okaloosa , florida in united-states.
This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.
Over the course of its journey , this business has establihed a firm hold in the [category].
The belief that customer satisfaction is an important as it products and services , have helped this establihment garner a vast base of customers and continue to grow day by day
Foods is provided with high quality and are pretty much the highlight in all the events in our lives.
Sweets and food are the ideal combination for any foodies to try and this LPL Financial located at First City Bank of Florida is famous for the same.
This has helped them build up a loyal customer base.
They have started a long journey and ever since they have ensure the customer base remains the same and growing month on month.
As they are located in favourable location , becomes the most wanted space for the tourist.
For any kind and assistance , it is better to contact them directly during their business hours.
Premises has a wide parking area and need to avail special permissions for parking.
Pets inside the premises are not allowed and require additional permission.
Cashless payments are available and extra charges for the credit cards are levid.
They are listed in many of the food delivery networks for home delivery with appropriate charges.
They accept cards , cash and other modes of payments
Tips are not actually encouraged but customers are willing to offer any benefit as needed.
There you can find the answers of the questions asked by some of our users about this property.
This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.
It is a effortless task in communiting to this establishment as there are various modes available to reach this location.
The establishment has flexible working timings for the employees and has good hygene maintained at all times.
They support bulk and party orders to support customers of all needs.
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Frequently Asked Questions About This Location