Successful Portfolios LLC

Successful Portfolios LLC (CRD# 152429) is a financial advisory firm headquartered in Clearwater, FL. They manage $126,183,431 in 165 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $764,748
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

FL

Financial Advisors at Successful Portfolios LLC
Showing 1 - 3 of 3 top financial advisors.
1
Harley P. Evans
CRD#: 722995
611 Druid Road East, Suite 407, Clearwater, FL 33756
96
Wealthminder
score

Harley Evans (CRD# 722995) is an Investment Advisor Representative working at Successful Portfolios LLC in Clearwater, FL and has over 23 years of experience in the finance industry. Harley Evans 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
Joseph C. Baer
CRD#: 5866418
611 Druid Road East, Suite 407, Clearwater, FL 33756
93
Wealthminder
score

Joseph Baer (CRD# 5866418) is an Investment Advisor Representative working at Successful Portfolios LLC in Clearwater, FL and has over 5 years of experience in the finance industry.

3
Bradley E. Norbom
CRD#: 2633994
611 Druid Road East, Suite 407, Clearwater, FL 33756
93
Wealthminder
score

Bradley Norbom (CRD# 2633994) is an Investment Advisor Representative working at Successful Portfolios LLC in Clearwater, FL and has over 16 years of experience in the finance industry.

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