Financial One, Inc.

Financial One, Inc. (CRD# 168061) is a financial advisory firm headquartered in , . They manage $28,072,073 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.financial1one.com
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $779,780
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

FL

Financial Advisors at Financial One, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Howard Schwartz, financial advisor Boca Raton FL
Howard L. Schwartz
CRD#: 828039
Boca Raton, FL

Howard Schwartz (CRD# 828039) is an Investment Advisor Representative working at Financial One, Inc. in Boca Raton, FL and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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