Advus Financial Partners, LLC

Advus Financial Partners, LLC (CRD# 311990) is a financial advisory firm headquartered in Lake Mary, FL. They manage $2,764,389,643 in 1,168 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
1525 International Parkway, Suite 2071, Lake Mary, FL 32746
https://radiopublic.com/advus-after-hours-welxme
By the Numbers
  • Total Assets Under Management
    2,764
    MILLION
  • Total Number of Accounts
    1,168
    ACCOUNTS
  • Average Account Value
    $2,366,772
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, GA, LA, MA, NH, NJ, NY, RI, TX

Financial Advisors at Advus Financial Partners, LLC
Showing 11 - 11 of 11 top financial advisors.
11
Codie Thomas, financial advisor Lake Mary FL
Codie J. Thomas
CRD#: 5727239
1525 International Parkway, Suite 2071, Lake Mary, FL 32746

Codie Thomas (CRD# 5727239) is an Investment Advisor Representative working at Advus Financial Partners, LLC in Lake Mary, FL and has over 13 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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