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).
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Total Assets Under Management1,922MILLION
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Total Number of Accounts5,503ACCOUNTS
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Average Account Value$349,251
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
AL, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.