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Joseph Charles Baer

SUCCESSFUL PORTFOLIOS LLC·CLEARWATER, Florida
Series 65Clean record15 years registeredSUCCESSFUL PORTFOLIOS LLC
611 DRUID ROAD EAST, CLEARWATER, FL 33756CRD# 5866418Firm CRD# 152429

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Charles Baer · CLEARWATER, FL
Registration
CRD #5866418 · SUCCESSFUL PORTFOLIOS LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

SUCCESSFUL PORTFOLIOS LLC
May 2011 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 5, 2011
Years registered · 15
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 Joseph Charles Baer offer?
Joseph Charles Baer specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CLEARWATER, Florida for a consultation.
What are Joseph Charles Baer's credentials?
Joseph Charles Baer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Charles Baer located?
Joseph Charles Baer is based in CLEARWATER, Florida, working with SUCCESSFUL PORTFOLIOS LLC. Their office serves clients in the CLEARWATER metropolitan area and surrounding communities.
How does Joseph Charles Baer charge for services?
Joseph Charles Baer'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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Other Advisors at SUCCESSFUL PORTFOLIOS LLC

Harley Parker Evans
CLEARWATER, FL

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