Jill Sisson, Principal, has over 13 years experience with the PortfolioCenter/Centerpiece software. After retiring from the United States Air Force, she worked for several Registered Investment Advisors, large & small. She has been consulting for advisors since 2005, and started Precision Advisor Services in 2010.
Precision Advisor Services, LLC
Welcome to Precision Advisor Services, LLC!
We are dedicated to providing Registered Investment Advisors with the best back office support of their PortfolioCenter® database.
We provide hourly database services to large and small Investment Advisors. Trust us to be your virtual PortfolioCenter assistant today!
Whether our services assist you in your daily or quarterly processes, or even as needed, we are here so you can focus on what is important to you – time with your clients.
PortfolioCenter®, PortfolioCenter Hosted™, Schwab OpenView Integrated Office®, and Schwab OpenView Mobile™ are products of Schwab Performance Technologies® (“SPT”).
KEY FACTS ABOUT PRECISION ADVISOR SERVICES, LLC
-
US Businesses
-
Companies in Florida
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Bay County Companies
- Company name
- PRECISION ADVISOR SERVICES, LLC
- Status
- Inactive
- Filed Number
- M14000003975
- FEI Number
- 271788498
- Date of Incorporation
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June 6, 2014
- Home State
- DE
- Company Type
- Foreign Limited Liability
CONTACTS
- Website
- http://precisionadvisorservices.com
- Phones
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(850) 215-5915
PRECISION ADVISOR SERVICES, LLC NEAR ME
- Principal Address
- 1124 ETHLYN ROAD,
PANAMA CITY,
FL,
32404,
US
See Also