Invest Financial Corporation

Invest Financial Corporation (CRD# 12984) is a financial advisory firm headquartered in Tampa, FL. They manage $4,070,846,177 in 25,365 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,071
    MILLION
  • Total Number of Accounts
    25,365
    ACCOUNTS
  • Average Account Value
    $160,491
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Invest Financial Corporation
Showing 1 - 10 of 159 top financial advisors.
1
Jason W. Neal
CRD#: 4580218
4226 Columbia Rd, Augusta, GA 30907
101
Wealthminder
score

Jason Neal (CRD# 4580218) is an Investment Advisor Representative working at Invest Financial Corporation in Augusta, GA and has over 15 years of experience in the finance industry. Jason Neal 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.

2
Steven V. Skillen
CRD#: 2592594
2895 LINDGREN LN, INDEPENDENCE, MN 55359
100
Wealthminder
score
Steven Skillen (CRD# 2592594) is an Investment Advisor Representative working at Invest Financial Corporation in Tampa, FL and has over 15 years of experience in the finance industry.
3
John G. Evans
CRD#: 5965565
4000 St Johns Ave, #26b, Jacksonville, FL 32205
98
Wealthminder
score

John Evans (CRD# 5965565) is an Investment Advisor Representative working at Invest Financial Corporation in Jacksonville, FL and has over 6 years of experience in the finance industry.

4
Richard S. Lotito
CRD#: 4610992
East Stroudsburg, PA
98
Wealthminder
score

Richard Lotito (CRD# 4610992) is an Investment Advisor Representative working at Invest Financial Corporation in East Stroudsburg, PA and has over 15 years of experience in the finance industry.

5
CRD#: 6155574
, , PA
97
Wealthminder
score
(CRD# 6155574) is an Investment Advisor Representative working at Invest Financial Corporation in , PA and has over 2 years of experience in the finance industry.
6
Henry S. Bridges
CRD#: 1620800
11 Main Street, Canton, NY 13617
96
Wealthminder
score

Henry Bridges (CRD# 1620800) is an Investment Advisor Representative working at Invest Financial Corporation in Canton, NY and has over 29 years of experience in the finance industry. Henry Bridges 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.

7
William S. Copeland
CRD#: 3229807
12750 Citrus Park Lane Ste 300, Tampa, FL 33625
96
Wealthminder
score

William Copeland (CRD# 3229807) is an Investment Advisor Representative working at Invest Financial Corporation in Tampa, FL and has over 18 years of experience in the finance industry. William Copeland 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.

8
John H. Crow
CRD#: 3084050
300 W Wilson Bridge Rd, Ste 300, Worthington, OH 43085
96
Wealthminder
score

John Crow (CRD# 3084050) is an Investment Advisor Representative working at Invest Financial Corporation in Worthington, OH and has over 12 years of experience in the finance industry.

9
Martin J. Deluca
CRD#: 1660294
1818 Market St Ste 2100, Philadelphia, PA 19103
96
Wealthminder
score

Martin Deluca (CRD# 1660294) is an Investment Advisor Representative working at Invest Financial Corporation in Philadelphia, PA and has over 31 years of experience in the finance industry.

10
Kenneth P. Garwood
CRD#: 1787780
11 Main Street, Canton, NY 13617
96
Wealthminder
score

Kenneth Garwood (CRD# 1787780) is an Investment Advisor Representative working at Invest Financial Corporation in Canton, NY and has over 30 years of experience in the finance industry. Kenneth Garwood 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.

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