Southshore Financial Planning
Southshore Financial Planning (CRD# 311328) is a financial advisory firm headquartered in Tampa, FL. They manage $22,361,869 in 82 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Southshore Financial Planning
By the Numbers
-
Total Assets Under Management22MILLION
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Total Number of Accounts82ACCOUNTS
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Average Account Value$272,706
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Southshore Financial Planning
1
Christopher Shoup (CRD# 4822786) is an Investment Advisor Representative working at Southshore Financial Planning in Lithia, FL and has over 20 years of experience in the finance industry.
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