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 36 states (or territories).

Current Firm Details
4600 W. Cypress Street, Suite 405, Tampa, FL 33607
https://www.apadvisors.com
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.

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

Financial Advisors at Assuredpartners Investment Advisors
Showing 11 - 14 of 14 top financial advisors.
11
Justin Callaham, financial advisor Tampa FL
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.

12
Isabel Gleason, financial advisor Lancaster PA
Isabel C. Gleason
CRD#: 7815923
39 N Duke Street, Lancaster, PA 17543

Isabel Gleason (CRD# 7815923) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Lancaster, PA and has 1 year of experience in the finance industry.

13
Constantine Nicopoulos, financial advisor Tampa FL
Constantine Nicopoulos
CRD#: 6327087
4600 W. Cypress Street, Suite 405, Tampa, FL 33607

Constantine Nicopoulos (CRD# 6327087) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Tampa, FL and has over 9 years of experience in the finance industry.

14
David Roach, financial advisor Plantation FL
David C. Roach
CRD#: 6071400
8211 West Broward Blvd., Suite 200, Plantation, FL 33324

David Roach (CRD# 6071400) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Plantation, FL and has over 4 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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