Home
›
Firms
›
SUCCESSFUL PORTFOLIOS LLC
SUCCESSFUL PORTFOLIOS LLC
CLEARWATER, Florida
·
3 registered advisors
·
CRD# 152429
SEC# 801-80702
0
727-744-3614
01
Firm Overview
AUM
$240M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at SUCCESSFUL PORTFOLIOS LLC
3 registered advisors
Harley Parker Evans
CLEARWATER, Florida
CRD# 722995
John Paul Barrett
CLEARWATER, Florida
CRD# 5745699
Joseph Charles Baer
CLEARWATER, Florida
CRD# 5866418
05
Office Locations
CLEARWATER, Florida
3 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. SUCCESSFUL PORTFOLIOS LLC (CRD# 152429) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.