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SECOND HALF FINANCIAL PARTNERS, LLC
SECOND HALF FINANCIAL PARTNERS, LLC
SEBRING, Florida
·
3 registered advisors
·
CRD# 163454
SEC# 801-113533
0
863-385-1101
01
Firm Overview
AUM
$284M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at SECOND HALF FINANCIAL PARTNERS, LLC
3 registered advisors
George David Leidel
SEBRING, Florida
CRD# 3074851
John William Swaine
SEBRING, Florida
CRD# 4072112
Michael Donald Fitch
SEBRING, Florida
CRD# 1449911
05
Office Locations
SEBRING, Florida
3 advisors
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Data sourced from SEC Form ADV filings. SECOND HALF FINANCIAL PARTNERS, LLC (CRD# 163454) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.