CONSORTIUM MEMBER SINCE 2020

Alan Bratic

CFP®

ThompsonBaker Financial, LLC

61 Cordova Street
St. Augustine, FL 32084

Phone  |  904-824-1631
Fax  |  904-823-1534
E-mail  |  abratic@lpl.com

Member Profile

Client Vision

An independent financial services firm, ThompsonBaker Financial draws on hands-on and astute financial experience to create tailored strategies for our clients’ retirement, income and investment planning needs. We are a long-standing and prominent member of the St. Augustine community, with a deep experience, a wide variety of options and careful attention to managing risk.

Areas of Expertise

Retirement Planning
Investment Management

Education/Certification

CERTIFIED FINANCIAL PLANNER

Outside The Office

Alan enjoys spending time with his family in their beautiful beach community. In his spare time, Alan loves to play golf and tennis.

TOP 25 FIRM
2004-2020

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.

RANKED TOP WORKPLACE 2015-2020

DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.