OPTIMA WEALTH MANAGEMENT

Optima Wealth Management L.L.C. is led by President, Founder, and C.E.O. M. Lance Phillips, In addition, securities are offered through Kestra Financial Services. Both Kestra and Optima Wealth Management are the holder of many awards for satisfaction in the financial industry. The team of Optima Wealth Management and Optima's broker dealer, Kestra Financial, are able to bring to our client's the most competitive pricing, and the latest in financial investment technology offered to the independent wealth management teams. All of this while still being closely monitored for broker, client, and broker- dealer safety and adherence to regulations set forth by FINRA and other regulatory agencies as appropriate. This makes for the safest environment for the individual investor's peace of mind... Optima Wealth Management L.L.C is a full-service financial firm, committed to helping you pursue your financial goals. We offer a wide range of financial products and services, both to individuals..

Also known as: Optima Wealth Management, L.L.C.

Primary location: Frisco United States