Client 1st Advisory Group
Client 1st Advisory Group (CRD# 167790) is a financial advisory firm headquartered in Clearwater, FL. They manage $292,050,912 in 314 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management292MILLION
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Total Number of Accounts314ACCOUNTS
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Average Account Value$930,098
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, FL, GA, LA, MS, NC, NH, TN, TX
Sharon Bastide (CRD# 829602) is an Investment Advisor Representative working at Client 1st Advisory Group in Vero Beach, FL and has over 14 years of experience in the finance industry.
Michelle Mabry (CRD# 1987030) is an Investment Advisor Representative working at Client 1st Advisory Group in Hattiesburg, MS and has over 33 years of experience in the finance industry. Michelle Mabry 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.
Morgan Mabry (CRD# 5758571) is an Investment Advisor Representative working at Client 1st Advisory Group in Clearwater, FL and has over 6 years of experience in the finance industry.
Craig Phillips (CRD# 2066182) is an Investment Advisor Representative working at Client 1st Advisory Group in Clearwater, FL and has over 30 years of experience in the finance industry. Craig Phillips 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.
David Stieh (CRD# 4151253) is an Investment Advisor Representative working at Client 1st Advisory Group in Clearwater, FL and has over 23 years of experience in the finance industry.