In the News
QFA, LLC is a proud sponsor at the CBOE (Chicago Board Options Exchange) 28th Annual Risk Management Conference. Click here to view CBOE page.
QFA,LLC Annual Client Luncheon Colliers Reserve Country Club, Naples, FL.
Guest Speaker: Dick Morris, Political Advisor, FoxNews Columnist, and Author of Outrage, Fleeced, Behind the Oval Office, 2010: Take America Back, Catastrophe and many more books.
Kelly Rodriguez joins QFA,LLC. Kelly is a welcome addition to QFA,LLC, bringing over twenty years of office administration and customer service experience to our team. Kelly will be responsible for producing client performance reports and portfolio review materials, as well as addressing most client inquiries. In addition, Kelly will process and oversee all of the necessary steps of establishing a new QFA,LLC client account, as well as manage the account custodian relationship with TD Ameritrade.
QFA, LLC has recently implemented the Orion Advisor system. Orion enables QFA,LLC to better serve our clients by streamlining our back office operations, as well as providing a multitude of business metrics and performance statistics, compliance reports, and quarterly client statement and benchmark reporting.
Wheaton Wealth Partners evaluated and selected QFA,LLC’s Qash Flow Advantage™ program as a key investment platform for their clients.
Past Announcements & Events
QFA, LLC announced that the following investment firms have evaluated and selected QFA’s Qash Flow Advantage™ program for select clients:
- Ausdal Financial Partners
- World Equity Group
QFA, LLC was invited to join the “Wealth Protection Network”, a consortium of financial and legal professionals serving clients in Southwest Florida as well as nationwide.
QFA,LLC Annual Client Luncheon Colliers Reserve Country Club, Naples, FL. Guest Speaker: Neal Boortz, Author of the “FairTax Book”; Talk Radio host