Featured Business Financial Advisor in Virginia Beach, VA
Virginia Beach Financial Advisors
Lions Bridge Financial Advisors
2396 Liberty Way, Suite 115
Virginia Beach, VA 23456
“Lions Bridge Financial Advisors”
Advisor Profile
James Albert CPFA®, CRPS®
Name:  James Albert CPFA®, CRPS®
Disclaimer
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AZ, CA, CO, DE, DC, FL, GA, HI, IL, IN, MD, MA, MS, NH, NJ, NM, NY, NC, OH, PA, RI, SC, TX, UT,VA, WY.

About Lions Bridge Financial Advisors

Many of our clients are referred to us by existing clients-- why?

We believe it's because they know we genuinely care about them, demonstrate integrity and transparency and can be relied upon to have or find the answers to their financial questions and help them make important decisions at key crossroads in life.

Our mission is to get to know and understand you, your family, your needs, wants, challenges, opportunities and long-term goals.

We will help you develop, implement, and monitor a comprehensive strategy that's designed to address your individual situation. Each plan we build is custom, it is yours and all about you.

Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Lions Bridge Financial is On a Mission- to Partner with You on Your Journey to and Through Retirement and to help you live confidently on the path you've chosen.

Our goal is to be a leader in our community and well regarded for our attentive and knowledgeable care for the financial well-being of investors.
 

General Information

CRD#:    4288825
Firm CRD#:    6413
States Willing to do Business in:    Virginia Beach
Years of Experience in Financial Services:    20
Number of Years with Current Firm:    4
 

Qualifications & Memberships

Securities Licenses:    Series 63, Series 65
 
 
 
Prepared By: James Albert CPFA®, CRPS®