Professional Advisory Services Inc.

Professional Advisory Services Inc. (CRD# 105397) is a financial advisory firm headquartered in Vero Beach, FL. They manage $730,872,114 in 810 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    731
    MILLION
  • Total Number of Accounts
    810
    ACCOUNTS
  • Average Account Value
    $902,311
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

CA, FL, GA, MT, NC, NJ, NY, PA, TX

Financial Advisors at Professional Advisory Services Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Robert N. Polackwich
CRD#: 4584978
2770 Indian River Blvd #204, Vero Beach, FL 32960
96
Wealthminder
score

Robert Polackwich (CRD# 4584978) is an Investment Advisor Representative working at Professional Advisory Services Inc. in Vero Beach, FL and has over 15 years of experience in the finance industry.

2
Christoper R. Steele
CRD#: 3178381
2770 Indian River Blvd, Suite 204, Vero Beach, FL 32960
96
Wealthminder
score

Christoper Steele (CRD# 3178381) is an Investment Advisor Representative working at Professional Advisory Services Inc. in Vero Beach, FL and has over 18 years of experience in the finance industry. Christoper Steele 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.

3
Carol L. Bieber
CRD#: 3195212
2770 Indian River Blvd #204, Vero Beach, FL 32960
93
Wealthminder
score

Carol Bieber (CRD# 3195212) is an Investment Advisor Representative working at Professional Advisory Services Inc. in Vero Beach, FL and has over 18 years of experience in the finance industry.

4
Christopher M. Brown
CRD#: 2559554
2770 Indian River Blvd. #204, Vero Beach, FL 32960
93
Wealthminder
score

Christopher Brown (CRD# 2559554) is an Investment Advisor Representative working at Professional Advisory Services Inc. in Vero Beach, FL and has over 21 years of experience in the finance industry.

5
Roberta J. Delisle
CRD#: 4584965
2770 Indian River Blvd. #204, Vero Beach, FL 32960
93
Wealthminder
score

Roberta Delisle (CRD# 4584965) is an Investment Advisor Representative working at Professional Advisory Services Inc. in Vero Beach, FL and has over 17 years of experience in the finance industry.

6
David A. Jaffe
CRD#: 2314921
2770 Indian River Blvd. #204, Vero Beach, FL 32960
93
Wealthminder
score

David Jaffe (CRD# 2314921) is an Investment Advisor Representative working at Professional Advisory Services Inc. in Vero Beach, FL and has over 24 years of experience in the finance industry.

7
Ken M. Ligon
CRD#: 2128746
2770 Indian River Blvd. #204, Vero Beach, FL 32960
93
Wealthminder
score

Ken Ligon (CRD# 2128746) is an Investment Advisor Representative working at Professional Advisory Services Inc. in Vero Beach, FL and has over 25 years of experience in the finance industry.

8
Devin A. Reed
CRD#: 5373081
2770 Indian River Blvd, Suite 204, Vero Beach, FL 32960
93
Wealthminder
score

Devin Reed (CRD# 5373081) is an Investment Advisor Representative working at Professional Advisory Services Inc. in Vero Beach, FL and has over 10 years of experience in the finance industry.

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