Assuredpartners Investment Advisors

Assuredpartners Investment Advisors (CRD# 309550) is a financial advisory firm headquartered in Tampa, FL. They manage $179,036,704 in 601 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    179
    MILLION
  • Total Number of Accounts
    601
    ACCOUNTS
  • Average Account Value
    $297,898
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA, WI, WV

Financial Advisors at Assuredpartners Investment Advisors
Showing 1 - 10 of 13 top financial advisors.
1
Beverly C. Bankus
CRD#: 6588490
39 N. Duke St., Lancaster, PA 17602

Beverly Bankus (CRD# 6588490) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Lancaster, PA and has over 7 years of experience in the finance industry.

2
Gary M. Casciola
CRD#: 2728412
Pittsburgh, PA

Gary Casciola (CRD# 2728412) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Pittsburgh, PA and has over 25 years of experience in the finance industry.

3
Joseph W. Christianson
CRD#: 6102763
4600 W. Cypress Street, Suite 405, Tampa, FL 33607

Joseph Christianson (CRD# 6102763) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Tampa, FL and has over 11 years of experience in the finance industry.

4
Anthony Coleman
CRD#: 6690144
454 New Holland Ave., Suite 300, Lancaster, PA 17602

Anthony Coleman (CRD# 6690144) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Lancaster, PA and has over 7 years of experience in the finance industry.

5
Dustin A. Jones
CRD#: 6191788
Wake Forest, NC

Dustin Jones (CRD# 6191788) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Wake Forest, NC and has over 10 years of experience in the finance industry.

6
Brandi L. Lobato
CRD#: 6296432
8211 West Broward Blvd., Suite 200, Plantation, FL 33324

Brandi Lobato (CRD# 6296432) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Plantation, FL and has over 7 years of experience in the finance industry.

7
Ronald L. Myers
CRD#: 2719227
8211 West Broward Blvd., Suite 200, Plantation, FL 33324

Ronald Myers (CRD# 2719227) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Plantation, FL and has over 27 years of experience in the finance industry.

8
Daniel G. Stafford
CRD#: 1119195
2501 W. Beltline Highway, Suite 201, Madison, WI 53713

Daniel Stafford (CRD# 1119195) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Madison, WI and has over 29 years of experience in the finance industry.

9
Solomon E. Reeves
CRD#: 2504653
8211 W. Broward Blvd., Suite 200, Plantation, FL 33324

Solomon Reeves (CRD# 2504653) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Plantation, FL and has over 29 years of experience in the finance industry.

10
Justin P. Callaham
CRD#: 6992988
4600 W. Cypress Street, Suite 405, Tampa, FL 33607

Justin Callaham (CRD# 6992988) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Tampa, FL and has over 4 years of experience in the finance industry.

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