Waypoint Advisors
Adam Carter, Doing Business As (D/B/A) Waypoint Advisors, is a Registered Representative of Securities America and an Investment Advisor Representative of LPF Advisors, LLC., a Registered Investment Advisory firm. Securities offered through Securities America, Inc., Member FINRA/SIPC Advisory Services offered through LPF Advisors, LLC, a Registered Investment Advisory firm. Waypoint Advisors, LPF Advisors, LLC and the Securities America companies are separate entities. The Investment Fiduciary standard of care applies to advisory services only. Live Oak Corporate Center, 2601 Cattlemen Rd, Ste 302, Sarasota, FL 34232
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He is extremely knowledgeable and I am comfortable planning my financial future with him.
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