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Financial Manager
Asset Allocation
Account Types

Various Account Types

 

 

Managed Investment Accounts ~

Your Financial Manager account provides for the purchase and trading of over 4,000 of the best-known, no-load mutual funds, all at no transaction fee or commission. Included are over 1,900 popular load funds that are available without a load, sales charge, or transaction fee.

Managed Tax-Deferred Accounts ~

Your Financial Manager account offers tax-deferred investing options through Variable Annuities, or Variable Life Insurance.

Managed Retirement Plan Accounts ~

Your Financial Manager account allows you to open or transfer IRA, 401(k), TSA, Pension and Profit Sharing accounts, all managed in a convenient Financial Manager managed account.

 

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Send mail to sbordelon@fimadvisors.com with questions or comments about this web site.
Investment Advisory Services offered through Financial & Investment Management Advisors, Inc., an SEC Registered Investment Advisory Firm. Securities offered through LPL Financial, member FINRA/SIPC. Financial & Investment Management Advisors, Inc. is a separate entity and is is not affiliated with LPL Financial.

The LPL Financial registered representative associated with this site may discuss and/or transact securities business with residents of the states listed in the following page: Regulatory Disclosure Information 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and Certified Financial PLANNER™, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Copyright © 2000-2009 Financial & Investment Management Advisors, Inc.
Last modified: January 13, 2010