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Andrea Diane Mears

CLIENT 1ST ADVISORY GROUP LLC·CLEARWATER, Florida
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611 DRUID ROAD E., CLEARWATER, FL 33756CRD# 2843116Firm CRD# 167790
01

About

Andrea Diane Mears is a registered financial advisor based in CLEARWATER, Florida, affiliated with CLIENT 1ST ADVISORY GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CLIENT 1ST ADVISORY GROUP LLC
CLIENT 1ST ADVISORY GROUP
AUM
$349M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CLIENT 1ST ADVISORY GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2843116
Firm CRD# 167790
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrea Diane Mears offer?
Andrea Diane Mears specializes in Financial Planning, Investment Management. Contact their office in CLEARWATER, Florida for a consultation.
What are Andrea Diane Mears's credentials?
Andrea Diane Mears is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrea Diane Mears located?
Andrea Diane Mears is based in CLEARWATER, Florida, working with CLIENT 1ST ADVISORY GROUP LLC. Their office serves clients in the CLEARWATER metropolitan area and surrounding communities.
How does Andrea Diane Mears charge for services?
Andrea Diane Mears's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLIENT 1ST ADVISORY GROUP LLC?
CLIENT 1ST ADVISORY GROUP LLC has approximately 6 employees and manages $349M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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