Successful Portfolios LLC
Successful Portfolios LLC (CRD# 152429) is a financial advisory firm headquartered in Clearwater, FL. They manage $164,132,031 in 218 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management164MILLION
Total Number of Accounts218ACCOUNTS
Average Account Value$752,899
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- 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
Harley Evans (CRD# 722995) is an Investment Advisor Representative working at Successful Portfolios LLC in Clearwater, FL and has over 24 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.
Joseph Baer (CRD# 5866418) is an Investment Advisor Representative working at Successful Portfolios LLC in Clearwater, FL and has over 7 years of experience in the finance industry.