DESTINY WEALTH PARTNERS, LLC

TAVARES, Florida·4 registered advisors·CRD# 171346
SEC# 801-797894352.343.2700
01

Firm Overview

AUM
$997M
Regulatory assets under management
Employees
21
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: FLAT FEE
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at DESTINY WEALTH PARTNERS, LLC

4 registered advisors
Audrey M Ralicki
TAVARES, Florida
CFP
Kimberly Caris Good
TAVARES, Florida
Robert Liddell Clark
TAVARES, Florida
CFP
Thomas Huey Ruggie
TAVARES, Florida
CFPChFC
05

Office Locations

TAVARES, Florida
4 advisors

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Data sourced from SEC Form ADV filings. DESTINY WEALTH PARTNERS, LLC (CRD# 171346) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.