DIRECT 401K, LLC

DIRECT 401K
MIRAMAR BEACH, Florida·3 registered advisors·CRD# 173939
SEC# 801-80841866-357-4015
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03

Specialties

Fee-Only Advisory
04

Advisors at DIRECT 401K, LLC

3 registered advisors
Claiborne Barksdale Morton
MIRAMAR BEACH, Florida
Jill Laurie Olivarez
MIRAMAR BEACH, Florida
Shefali Agrawal
MIRAMAR BEACH, Florida
05

Office Locations

MIRAMAR BEACH, Florida
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. DIRECT 401K, LLC (CRD# 173939) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.