![Mccree Stults, financial advisor Winter Haven FL](/img/ws/profile-blank-sq.png)
Mccree Stults (CRD# 6652644) is an Investment Advisor Representative working at Commonwealth Financial Network in Winter Haven, FL and has over 2 years of experience in the finance industry.
![Janet Albritton, financial advisor Winter Haven FL](/img/ws/profile-blank-sq.png)
CRD# 5383309
Truist Advisory Services, Inc.
![Keith Albritton, financial advisor Winter Haven FL](/img/ws/profile-blank-sq.png)
CRD# 2800204
Lpl Financial LLC
![Mark Alford, financial advisor Winter Haven FL](/img/ws/profile-blank-sq.png)
CRD# 5963139
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
J Phillips Investments | Winter Haven, FL | Jun 2019 - Current | 4 |
Commonwealth Financial Network | Waltham, MA | Jun 2019 - Current | 4 |
Unemployeed | Winter Haven, FL | Jun 2015 - May 2019 | 3 |
Billy Casper Golf Country Club Of Winter Haven | Winter Haven, FL | Oct 2014 - May 2015 | < 1 |
Unemployeed | Winter Haven, FL | Jan 2010 - Oct 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2021 |
- FL
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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