Successful Portfolios LLC

Successful Portfolios LLC (CRD# 152429) is a financial advisory firm headquartered in Clearwater, FL. They manage $239,887,365 in 529 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
611 Druid Road East, Suite 407, Clearwater, FL 33756
https://www.youtube.com/successfulportfolios
By the Numbers
  • Total Assets Under Management
    240
    MILLION
  • Total Number of Accounts
    529
    ACCOUNTS
  • Average Account Value
    $453,473
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
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
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Successful Portfolios LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joseph Baer, financial advisor Clearwater FL
Joseph C. Baer
CRD#: 5866418
611 Druid Road East, Suite 407, Clearwater, FL 33756

Joseph Baer (CRD# 5866418) is an Investment Advisor Representative working at Successful Portfolios LLC in Clearwater, FL and has over 13 years of experience in the finance industry.

2
Harley Evans, financial advisor Clearwater FL
Harley P. Evans
CRD#: 722995
611 Druid Road East, Suite 407, Clearwater, FL 33756

Harley Evans (CRD# 722995) is an Investment Advisor Representative working at Successful Portfolios LLC in Clearwater, FL and has over 30 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.

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