Omni Financial Advisors
 


 
Individual Investor Services Tax Preparation Employee Workshops Small and Midsized Business Services

Depending on your specific investment objectives and financial position, the services discussed or recommended on this website may or may not be suitable for you. It is up to you to weigh any decision carefully.

Opinions, where and when expressed, are subject to change without notice. Information was obtained from sources considered reliable, but no representation is made as to its accuracy.

Omni Wealth Advisors, LLC, is a Registered Investment Advisor, registered with the Securities and Exchange Commission. We do not offer to render personalized investment advice or Financial Planning advice through this medium. This medium is limited to the dissemination of general information on the services offered by our firm. For personalized information and advice please contact us at our place of business.

State of Florida Disclosure

Because financial planning encompasses many areas that are regulated in different agencies, the State of Florida requires that, prior to your initial transaction with us, we furnish you with this explanation of who does what when you do business with us.

As independent financial planners, we are able to do business with those independent providers of services that we believe generate the best value to the consumer. We are able to maintain the utmost objectivity in our dealings with you by being able to offer you the widest possible range of available products and services.

The following Financial Planning Services may be offered:

INVESTMENT ADVICE

Omni Wealth Advisors, LLC
5401 W. Kennedy Blvd., Suite 530 Tampa, Florida 33609-2445 (813) 281-0028 / (877) 281-0028
Registered Investment Advisor
Securities and Exchange Commission
Brian Hershberger, Investment Advisor, Supervisor

INVESTMENT SECURITIES

ProEquities, a Registered Broker-Dealer, Member of FINRA and SIPC
2801 Highway 280 S., Birmingham, AL 35223
(800) 288-3035
Omni Wealth Advisors, LLC
Brian Hershberger, Registered Branch Office Principal
5401 W. Kennedy Blvd., Suite 530 Tampa, Florida 33609-2445, (813) 281-0028 / (877) 281-0028

BROKERAGE CLEARING SERVICES

Pershing, One Pershing Plaza, Jersey City, NJ 07399
Trade Execution via: Pershing

TAX PREPARATION

Omni Wealth Advisors, LLC
5401 W. Kennedy Blvd., Suite 530 Tampa, Florida 33609-2445 (813) 281-0028 / (877) 281-0028

 

Link Disclosure

The information being provided is courtesy. When you link to any of these websites provided herewith, you are leaving this site. Omni Wealth Advisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Omni Wealth Advisors website and assume total responsibility and risk for your use of the sites you are linking to.

 

General Disclosure

Securities offered through ProEquities, Inc. A Registered Broker-Dealer and Member, FINRA and SIPC. Omni Wealth Advisors, LLC. is independent of ProEquities, Inc. and is a Registered Investment Advisor with the SEC.

Please be advised that presently Brian Hershberger CPA, CFP® holds Series 65, Series 63, Series 24 and Series 7 licenses in FL, GA, NJ, NY, OR, PA, and TX. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Brian Hershberger CPA, CFP® before proceeding. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principle.

 

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