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Harley Parker Evans

SUCCESSFUL PORTFOLIOS LLC·CLEARWATER, Florida
Series 4, Series 7, Series 24, Series 27, Series 53, Series 63, Series 65Clean record19 years registeredSUCCESSFUL PORTFOLIOS LLC
611 DRUID ROAD EAST, CLEARWATER, FL 33756CRD# 722995Firm CRD# 152429

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Harley Parker Evans · CLEARWATER, FL
Registration
CRD #722995 · SUCCESSFUL PORTFOLIOS LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

SUCCESSFUL PORTFOLIOS LLC
Feb 2010 – present
FIFTH THIRD SECURITIES, INC.
Feb 2007 – Apr 2008
CLEARWATER, FL
02

Registrations & Exams

FINRA examinations passed
Series 4
Series 7
Series 24
Series 27
Series 53
Series 63
Series 65
Registration record
First registered · February 6, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SUCCESSFUL PORTFOLIOS LLC
CRD 152429 · SEC 801-80702
AUM
$240M
Regulatory assets under management
Employees
2
529 client accounts
Services offered by SUCCESSFUL PORTFOLIOS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at SUCCESSFUL PORTFOLIOS LLC →
Introduction

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05

Frequently Asked Questions

What services does Harley Parker Evans offer?
Harley Parker Evans specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CLEARWATER, Florida for a consultation.
What are Harley Parker Evans's credentials?
Harley Parker Evans is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Harley Parker Evans located?
Harley Parker Evans is based in CLEARWATER, Florida, working with SUCCESSFUL PORTFOLIOS LLC. Their office serves clients in the CLEARWATER metropolitan area and surrounding communities.
How does Harley Parker Evans charge for services?
Harley Parker Evans's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUCCESSFUL PORTFOLIOS LLC?
SUCCESSFUL PORTFOLIOS LLC has approximately 2 employees and manages $240M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Joseph Charles Baer
CLEARWATER, FL

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