Professional Advisory Services Inc.

Professional Advisory Services Inc. (CRD# 105397) is a financial advisory firm headquartered in Vero Beach, FL. They manage $1,144,075,256 in 1,214 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
2770 Indian River Blvd, Suite 204, Vero Beach, FL 32960
https://www.pa-services.com
By the Numbers
  • Total Assets Under Management
    1,144
    MILLION
  • Total Number of Accounts
    1,214
    ACCOUNTS
  • Average Account Value
    $942,401
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
The map below shows states where this firm has explicit registration only.

CA, FL, GA, LA, MT, NC, NH, NJ, NY, PA, SC, TX, VA, WA

Financial Advisors at Professional Advisory Services Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Carol Bieber, financial advisor Vero Beach FL
Carol L. Bieber
CRD#: 3195212
2770 Indian River Blvd #204, Vero Beach, FL 32960

Carol Bieber (CRD# 3195212) 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.

2
Jordan Bieber, financial advisor Vero Beach FL
Jordan M. Bieber
CRD#: 6441562
2770 Indian River Blvd, Suite 204, Vero Beach, FL 32960

Jordan Bieber (CRD# 6441562) is an Investment Advisor Representative working at Professional Advisory Services Inc. in Vero Beach, FL and has over 8 years of experience in the finance industry.

3
Christopher Brown, financial advisor Vero Beach FL
Christopher M. Brown
CRD#: 2559554
2770 Indian River Blvd. #204, Vero Beach, FL 32960

Christopher Brown (CRD# 2559554) is an Investment Advisor Representative working at Professional Advisory Services Inc. in Vero Beach, FL and has over 27 years of experience in the finance industry.

4
Jeremy Goldberg, financial advisor Vero Beach FL
Jeremy S. Goldberg
CRD#: 6514750
2770 Indian River Blvd, Suite 204, Vero Beach, FL 32960

Jeremy Goldberg (CRD# 6514750) is an Investment Advisor Representative working at Professional Advisory Services Inc. in Vero Beach, FL and has 1 year of experience in the finance industry.

5
David Jaffe, financial advisor Vero Beach FL
David A. Jaffe
CRD#: 2314921
2770 Indian River Blvd. #204, Vero Beach, FL 32960

David Jaffe (CRD# 2314921) is an Investment Advisor Representative working at Professional Advisory Services Inc. in Vero Beach, FL and has over 30 years of experience in the finance industry.

6
Ken Ligon, financial advisor Vero Beach FL
Ken M. Ligon
CRD#: 2128746
2770 Indian River Blvd. #204, Vero Beach, FL 32960

Ken Ligon (CRD# 2128746) is an Investment Advisor Representative working at Professional Advisory Services Inc. in Vero Beach, FL and has over 31 years of experience in the finance industry.

7
Robert Polackwich, financial advisor Vero Beach FL
Robert N. Polackwich
CRD#: 4584978
2770 Indian River Blvd #204, Vero Beach, FL 32960

Robert Polackwich (CRD# 4584978) is an Investment Advisor Representative working at Professional Advisory Services Inc. in Vero Beach, FL and has over 22 years of experience in the finance industry.

8
Christoper Steele, financial advisor Vero Beach FL
Christoper R. Steele
CRD#: 3178381
2770 Indian River Blvd, Suite 204, Vero Beach, FL 32960

Christoper Steele (CRD# 3178381) 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.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals