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Outer Banks Financial, LLC ("OBF"), has been serving the Financial Advisor Community since 2004. OBF provides Investment Signals to Financial Advisors on more than $35 million dollars in client AUM; Providing the Financial Advisor community with a diversified, turnkey and cost effective solution for their money management needs. Investment Signals consist of investment allocations into a range of sub-strategies which may invest in Exchange Traded Funds (“ETFs”), Mutual Funds and Separately Managed Accounts.

OBF, LLC exclusively serves the Worldwide Financial Advisor Community. Developing innovative Signal Programs designed to meet the demands of its Worldwide Client base.

 


Elliott Shifman, who has ownership in both UGS and OBF, is a registered representative of SummitAlliance Securities, LLC, Dallas TX, USA, a registered Broker-Dealer. Neither UGS, LLC nor OBF, LLC are owned or affiliated with SummitAlliance Securities, LLC.

Copyright © Outer Banks Financial, LLC, All Rights Reserved