Destiny Wealth Partners, LLC

Destiny Wealth Partners, LLC (CRD# 171346) is a financial advisory firm headquartered in Tavares, FL. They manage $996,817,259 in 3,086 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    997
    MILLION
  • Total Number of Accounts
    3,086
    ACCOUNTS
  • Average Account Value
    $323,013
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, HI, LA, MI, NC, NE, NH, NV, NY, OH, SC, TN, TX, VA

Financial Advisors at Destiny Wealth Partners, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Robert Clark
CRD#: 4191125
2100 Lake Eustis Dr., Tavares, FL 32778

Robert Clark (CRD# 4191125) is an Investment Advisor Representative working at Destiny Wealth Partners, LLC in Tavares, FL and has over 20 years of experience in the finance industry.

2
Morgan A. Hatfield
CRD#: 5557384
2100 Lake Eustis Dr., Tavares, FL 32778

Morgan Hatfield (CRD# 5557384) is an Investment Advisor Representative working at Destiny Wealth Partners, LLC in Tavares, FL and has over 13 years of experience in the finance industry.

3
Carol A. Mulcahy
CRD#: 1468012
2100 Lake Eustis Dr., Tavares, FL 32778

Carol Mulcahy (CRD# 1468012) is an Investment Advisor Representative working at Destiny Wealth Partners, LLC in Tavares, FL and has over 33 years of experience in the finance industry.

4
Christopher G. Nichols
CRD#: 3192244
2100 Lake Eustis Dr., Tavares, FL 32778

Christopher Nichols (CRD# 3192244) is an Investment Advisor Representative working at Destiny Wealth Partners, LLC in Tavares, FL and has over 18 years of experience in the finance industry.

5
Audrey M. Ralicki
CRD#: 5324890
2100 Lake Eustis Dr., Tavares, FL 32778

Audrey Ralicki (CRD# 5324890) is an Investment Advisor Representative working at Destiny Wealth Partners, LLC in Tavares, FL and has over 11 years of experience in the finance industry.

6
Jorge A. Romero
CRD#: 5420761
2520 Burnsed Blvd, The Villages, FL 32163

Jorge Romero (CRD# 5420761) is an Investment Advisor Representative working at Destiny Wealth Partners, LLC in The Villages, FL and has over 15 years of experience in the finance industry.

7
Thomas H. Ruggie
CRD#: 2193305
2100 Lake Eustis Dr., Tavares, FL 32778

Thomas Ruggie (CRD# 2193305) is an Investment Advisor Representative working at Destiny Wealth Partners, LLC in Tavares, FL and has over 28 years of experience in the finance industry.

8
Louis M. Shinaman
CRD#: 2750556
2100 Lake Eustis Dr., Tavares, FL 32778

Louis Shinaman (CRD# 2750556) is an Investment Advisor Representative working at Destiny Wealth Partners, LLC in Tavares, FL and has over 27 years of experience in the finance industry.

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