Jeffrey AnnisCRD Number: 3081533
Current Firm: Agw Capital Advisors
Jeffrey Annis (CRD# 3081533) is an Investment Advisor Representative working at Agw Capital Advisors in Tampa, FL and has over 18 years of experience in the finance industry. Jeffrey Annis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Agw Capital Advisors||Tampa, FL||Apr 2009 - Current||9|
|Captrust Financial Advisors||Tampa, FL||Sep 2001 - Mar 2009||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1999|
|S65||NASAA Investment Advisors Law Examination||Nov 1999|
Total Assets Under Management1,721MILLIONS
Total Number of Accounts559ACCOUNTS
Average Account Value$3,079,475
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops