Certified Advisory Corp

Certified Advisory Corp (CRD# 120990) is a financial advisory firm headquartered in Altamonte Springs, FL. They manage $1,921,925,914 in 5,503 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,922
    MILLION
  • Total Number of Accounts
    5,503
    ACCOUNTS
  • Average Account Value
    $349,251
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA

Financial Advisors at Certified Advisory Corp
Showing 1 - 10 of 18 top financial advisors.
1
Gary S. Abely
CRD#: 2811837
1111 Douglas Avenue, Altamonte Springs, FL 32714

Gary Abely (CRD# 2811837) is an Investment Advisor Representative working at Certified Advisory Corp in Altamonte Springs, FL and has 1 year of experience in the finance industry.

2
Matthew T. Bernier
CRD#: 4500554
Orlando, FL

Matthew Bernier (CRD# 4500554) is an Investment Advisor Representative working at Certified Advisory Corp in Orlando, FL and has over 12 years of experience in the finance industry.

3
Aaron J. Bert
CRD#: 5543320
1111 Douglas Avenue, Altamonte Springs, FL 32714

Aaron Bert (CRD# 5543320) 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.

4
Joseph F. Bert
CRD#: 827053
1111 Douglas Avenue, Altamonte Springs, FL 32714

Joseph Bert (CRD# 827053) is an Investment Advisor Representative working at Certified Advisory Corp in Altamonte Springs, FL and has over 40 years of experience in the finance industry.

5
Rupert C. Curry
CRD#: 2893627
1111douglas Avenue, Altamonte Springs, FL 32714

Rupert Curry (CRD# 2893627) 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.

6
Nancy I. Hecht
CRD#: 1217854
1111 Douglas Avenue, Altamonte Springs, FL 32714

Nancy Hecht (CRD# 1217854) is an Investment Advisor Representative working at Certified Advisory Corp in Altamonte Springs, FL and has 1 year of experience in the finance industry.

7
Roger S. Johnson
CRD#: 2988370
1111 Douglas Avenue, Altamonte Springs, FL 32714

Roger Johnson (CRD# 2988370) is an Investment Advisor Representative working at Certified Advisory Corp in Altamonte Springs, FL and has over 26 years of experience in the finance industry.

8
Adam C. Jones
CRD#: 6209578
4110 Nw 37th Place, Suite A, Gainesville, FL 32606

Adam Jones (CRD# 6209578) is an Investment Advisor Representative working at Certified Advisory Corp in Gainesville, FL and has over 7 years of experience in the finance industry.

9
Vicki D. Kovach
CRD#: 1971307
1111 Douglas Avenue, Altamonte Springs, FL 32714

Vicki Kovach (CRD# 1971307) is an Investment Advisor Representative working at Certified Advisory Corp in Altamonte Springs, FL and has over 25 years of experience in the finance industry.

10
Rodney L. Ownby
CRD#: 6783524
1111 Douglas Avenue, Altamonte Springs, FL 32714

Rodney Ownby (CRD# 6783524) is an Investment Advisor Representative working at Certified Advisory Corp in Altamonte Springs, FL and has 1 year of experience in the finance industry.

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