Certified Advisory Corp

Certified Advisory Corp (CRD# 120990) is a financial advisory firm headquartered in Altamonte Springs, FL. They manage $1,009,588,299 in 3,437 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,010
    MILLION
  • Total Number of Accounts
    3,437
    ACCOUNTS
  • Average Account Value
    $293,741
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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.

AL, CA, CO, CT, FL, GA, LA, MD, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA

Financial Advisors at Certified Advisory Corp
Showing 1 - 10 of 16 top financial advisors.
1
James M. Hachadorian
CRD#: 4613596
1111 Douglas Avenue, Altamonte Springs, FL 32714
96
Wealthminder
score

James Hachadorian (CRD# 4613596) is an Investment Advisor Representative working at Certified Advisory Corp in Altamonte Springs, FL and has over 15 years of experience in the finance industry. James Hachadorian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Roger S. Johnson
CRD#: 2988370
1111 Douglas Avenue, Altamonte Springs, FL 32714
96
Wealthminder
score

Roger Johnson (CRD# 2988370) is an Investment Advisor Representative working at Certified Advisory Corp in Altamonte Springs, FL and has over 19 years of experience in the finance industry. Roger Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Vicki D. Kovach
CRD#: 1971307
1111 Douglas Avenue, Altamonte Springs, FL 32714
96
Wealthminder
score

Vicki Kovach (CRD# 1971307) is an Investment Advisor Representative working at Certified Advisory Corp in Altamonte Springs, FL and has over 19 years of experience in the finance industry. Vicki Kovach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Richard D. Patterson
CRD#: 805642
1111 Douglas Avenue, Altamonte Springs, FL 32714
96
Wealthminder
score

Richard Patterson (CRD# 805642) is an Investment Advisor Representative working at Certified Advisory Corp in Altamonte Springs, FL and has over 16 years of experience in the finance industry.

5
Judith N. Sanborn
CRD#: 2545788
1111 Douglas Avenue, Altamonte Springs, FL 32714
96
Wealthminder
score

Judith Sanborn (CRD# 2545788) is an Investment Advisor Representative working at Certified Advisory Corp in Altamonte Springs, FL and has over 23 years of experience in the finance industry. Judith Sanborn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Harry Stadelmayer
CRD#: 1591528
1111 Douglas Avenue, Altamonte Springs, FL 32714
96
Wealthminder
score

Harry Stadelmayer (CRD# 1591528) is an Investment Advisor Representative working at Certified Advisory Corp in Altamonte Springs, FL and has over 24 years of experience in the finance industry. Harry Stadelmayer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Stephen G. Summerlin
CRD#: 1443406
4110 Nw 37th Place, Ste. A, Gainesville, FL 32606
96
Wealthminder
score

Stephen Summerlin (CRD# 1443406) is an Investment Advisor Representative working at Certified Advisory Corp in Gainesville, FL and has over 16 years of experience in the finance industry. Stephen Summerlin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Todd J. Tocco
CRD#: 2821924
1111 Douglas Avenue, Altamonte Springs, FL 32714
96
Wealthminder
score

Todd Tocco (CRD# 2821924) is an Investment Advisor Representative working at Certified Advisory Corp in Altamonte Springs, FL and has over 20 years of experience in the finance industry. Todd Tocco has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
William W. Sears
CRD#: 4307167
1111 Douglas Avenue, Altamonte Springs, FL 32714
93
Wealthminder
score

William Sears (CRD# 4307167) is an Investment Advisor Representative working at Certified Advisory Corp in Altamonte Springs, FL and has over 10 years of experience in the finance industry.

10
Barbara M. Wilkens
CRD#: 1098559
1111 Douglas Avenue, Altamonte Springs, FL 32714
93
Wealthminder
score

Barbara Wilkens (CRD# 1098559) is an Investment Advisor Representative working at Certified Advisory Corp in Altamonte Springs, FL and has over 34 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.