Certified Advisory Corp
Certified Advisory Corp (CRD# 120990) is a financial advisory firm headquartered in Altamonte Springs, FL. They manage $2,272,751,721 in 5,840 accounts and serve the financial needs of clients across 24 states (or territories).
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Total Assets Under Management2,273MILLION
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Total Number of Accounts5,840ACCOUNTS
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Average Account Value$389,170
- 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
Richard Patterson (CRD# 805642) is an Investment Advisor Representative working at Certified Advisory Corp in Orlando, FL and has over 23 years of experience in the finance industry.
Justin Spitler (CRD# 5258643) 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.
Harry Stadelmayer (CRD# 1591528) is an Investment Advisor Representative working at Certified Advisory Corp in Altamonte Springs, FL and has over 31 years of experience in the finance industry.
Stephen Summerlin (CRD# 1443406) is an Investment Advisor Representative working at Certified Advisory Corp in Gainesville, FL and has over 22 years of experience in the finance industry.
Todd Tocco (CRD# 2821924) 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.
Deivanayak Balakrishnan (CRD# 7458541) is an Investment Advisor Representative working at Certified Advisory Corp in Altamonte Springs, FL and has over 2 years of experience in the finance industry.
Jessica Hall (CRD# 7221038) is an Investment Advisor Representative working at Certified Advisory Corp in Altamonte Springs, FL and has over 3 years of experience in the finance industry.
Delbert Smith (CRD# 4132702) is an Investment Advisor Representative working at Certified Advisory Corp in Altamonte Springs, FL and has over 2 years of experience in the finance industry.