Larry Prislovsky
L.P.Financial Advisors.Inc

Tel: (865) 691-1130
10420 Jackosn Oaks Way suite 100
Knoxville, TN 37922

You First


About L.P.Financial Advisors.Inc

Connect With an Expert Financial Advisor and Get Answers

We are unique in Four Big Ways:

First, "You First" Simple but profound.

Second, we are truly independent with our active management program for our clients. We are use the CLS and Edge Tech Analytics (active management program) for your investments needs in these volatile markets. We look forward to explaining this more in detail our modeling process and as well as our past performance. I will gladly email our link on our investment process with a quick 6 minute video upon request. You will see right away we are a truly independent and a flexible firm for the times.

Third, Focused Tax Solutions.

If you are looking for a blend of personal service and expertise for tax solutions, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals.

+ Tax Preparation : Professional Tax Preparation Business Tax Preparation + Individual Solutions : Professional Tax Preparation Tax Planning + Business Solutions

Fourth, consolidation. We help simply your life by consolidate your financial statements and taxes into one statement with our Abridge software.

For accounts larger accounts if wanted we add additional services to assist your portfolio if wanted such as managed futures, tax free 1031 exchanges, stock options calls/puts, call writing, REIT, private placements, and other tax efficient strategies.

We personalized each client to his/her own values (i.e. what are you working towards) and their goals ( i.e. retirement, college funding, estate planning, and etc).

FIRST CONSULATIONS ARE FREE.


General Information

Firm Start Year:   2000
No.of Employees:   2-4
Insurance License#:   847793
Name of Broker/Dealer:   SSN,INC
Name of Custodial Firm:   Fidelity
States Licensed in:   TN,NC,AL,GA,VA,TX,KY,AR,FL
Number of Years with Current Firm:   9
I work with the following types of clients:   Businesses , Non-Profit Organizations , Individual Investors
Foreign Languages Serviced:   English


Services

Investment Types:   Mutual Funds , Bonds , Stocks , Annuities , Alternative Investments , Insurance , Options & Futures , FOREX & Currency , Exchange Traded Funds (ETFs) , Commodities , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , At your office , Via phone , Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Variable Life , Variable Annuity , Long Term Care , Life , Health , Disability
Financial Organization Memberships:   Financial Planning Association (FPA)


Firm Information

Firm's Number of Clients:   600
Firm's Number of Planning Clients:   100
Firm's Number of Managed Clients:   150
Assets Managed by Firm:   40000000
Advisor's Number of Clients:   300
Advisor's Number of Managed Clients:   150
Advisor's Number of Planning Clients:   100
Assets Managed by Advisor:   40000000


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $50000
Compensation Methods:   Based on Assets , Flat Fee , Hourly
Fee % Based on Assets:  
Additional Details on Charges:  
Minimum Fee Charged for Managed Accounts:   $500
Minimum Fee Charged for Hourly Planning Accounts:   $500
Minimum Fee Charged for Flat Fee Accounts:   $500.00


Board Positions

Organization:  WKBR  Knoxville TN
Position :  President
Duration :  December 2013-Currently holding



Faqs

  • Do you have a customer satisfaction or refund policy? No fee for services only. But no surprises all under the ADV
  • What are your qualifications? What is your education background? Principal , Charter Retirement Plan Specialist(CRPS), Certified Senior Advisor (CSA),RIA
  • What is your approach to financial planning? We use Beta Vest Program . Which means giving you a realistic picture for the present and future
  • What services do you offer? All available from a tore Independent for example not just mutual funds or annuities like many of my competition.
  • How many clients do you currently manage? 450
see more

Disclosures

Securities offered through Securities Service Network, Inc., Member FINRA/SIPC


Disclaimer

Securities offered through Securities Service Network, Inc., Member FINRA/SIPC Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access to investment products and services to individuals residing in states where we are registered. Therefore, investment products and services are available only to residents of: NC,FL,AL,TX,VA,KY,GA,AR & TN .

Larry Prislovsky

Larry Prislovsky

CSA, CRPS®, Principal


We are unique in Four Big Ways:

First, "You First Simple but profound.

Second, we are truly independent with our active management program for our clients. We are use the CLS and Edge Tech Analytics (active management program) for your investments needs in these volatile markets. We look forward to explaining this more in detail our modeling process and as well as our past performance. I will gladly email our link on our investment process with a quick 6 minute video upon request. You will see right away we are a truly independent and a flexible firm for the times.
Third, Focused Tax Solutions.
If you are looking for a blend of personal service and expertise for tax solutions, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals.
" Tax Preparation
Professional Tax Preparation Business Tax Preparation
" Individual Solutions
Professional Tax Preparation Tax Planning
" Business Solutions
" Fourth, consolidation. We help simply your life by consolidate your financial statements into one statement with our Abridge software.

For accounts larger accounts if wanted we add additional services to assist your portfolio if wanted such as managed futures, tax free 1031 exchanges, stock options calls/puts, call writing, REIT, private placements, and other tax efficient strategies.

We personalized each client to his/her own values (i.e. what are you working towards) and their goals ( i.e. retirement, college funding, estate planning, and etc) .
FIRST CONSULATIONS ARE FREE.

see more

My Services


Financial Advice & Consulting


Retirement Planning

Net Unrealized Appreciation (NUA), Recommendations regarding the best distribution strategy for your employer retirement plans And IRAs, Analysis of your income needs now and in the future.


Estate Planning & Trusts

Analysis, of your current estate and concerns. Free consultation with your attorney, Analysis of the beneficiaries of your IRAs and how to establish an inherited IRA, Assistance in transferring assets to your Living Trust or other trusts, Providing guidance with the appropriate and necessary steps in the event of the death of a loved one.


Communities Served

Alcoa Andersonville
Clinton Coalfield
Corryton Friendsville
Greenback Harriman
Heiskell Kingston
Knoxville Lake City
Lenoir City Loudon
Louisville Maryville
Norris Oak Ridge
Oliver Springs Petros
Philadelphia Powell
Rockford Seymour
Townsend Walland

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 1:00 PM

Compensation Arrangements

Check Bank Transfer