A.t. Whitehead, Inc.

A.t. Whitehead, Inc. (CRD# 108412) is a financial advisory firm headquartered in Tampa, FL. They manage $36,741,205 in 94 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $390,864
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, RI

Financial Advisors at A.t. Whitehead, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Janet J. Bullard
CRD#: 2641367
4320 El Prado Blvd., Tampa, FL 33629
96
Wealthminder
score

Janet Bullard (CRD# 2641367) is an Investment Advisor Representative working at A.t. Whitehead, Inc. in Tampa, FL and has over 21 years of experience in the finance industry.

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