1st Beach Wealth Management, L.L.C.
19711A Gulf Blvd
Indian Shores, FL 33785
Office 727-595-9584
Cell 727-641-4133
1st Beach:
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Is a full service, fee based registered investment advisory firm.
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Represents only our client, in a professional, fiduciary relationship.
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Operates on a fee basis only--NO commission charged on CD's, Stocks, Bonds, Mutual Funds, Variable Annuities or other Securities .
Only A Registered Investment Advisory Firm has a
fiduciary responsibility, to always do the best thing for clients.
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Brokers represent their brokerage firm,
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Fund Managers represent the mutual fund companies, &
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Registered Representatives (of variable products) represent their Broker/Dealers.
Product & production quotas, "back office" product agendas, and other factors could compromise their ability to be totally committed to the clients' best interests.
Notable Quotes:
Warren Buffet said:
"The broker is not your friend. He's more like a doctor who charges patients on how often they change medicines. And he gets paid far more for the stuff the house is promoting than the stuff that will make you better."
Arthur Levitt-Former SEC Chairman said:
"If you have more than $50,000 to invest, you should fire your broker and find an investment advisor. Brokerage firms would like you to think they perform the same functions as investment advisors."
All content (c) 2004-2009 Nicholas T. Cinelli & Money Morning Quarterback $MMQ Publishing