Second Half Financial Partners, LLC

Second Half Financial Partners, LLC (CRD# 163454) is a financial advisory firm headquartered in Sebring, FL. They manage $283,976,191 in 1,492 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
145 West Center Avenue, Sebring, FL 33870
https://www.linkedin.com/company/the-second-half-team/
By the Numbers
  • Total Assets Under Management
    284
    MILLION
  • Total Number of Accounts
    1,492
    ACCOUNTS
  • Average Account Value
    $190,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MI, TX

Financial Advisors at Second Half Financial Partners, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Michael Fitch, financial advisor Sebring FL
Michael D. Fitch
CRD#: 1449911
145 West Center Avenue, Sebring, FL 33870

Michael Fitch (CRD# 1449911) is an Investment Advisor Representative working at Second Half Financial Partners, LLC in Sebring, FL and has over 38 years of experience in the finance industry.

2
George Leidel, financial advisor Sebring FL
George D. Leidel
CRD#: 3074851
145 West Center Avenue, Sebring, FL 33870

George Leidel (CRD# 3074851) is an Investment Advisor Representative working at Second Half Financial Partners, LLC in Sebring, FL and has over 20 years of experience in the finance industry.

3
John Swaine, financial advisor Sebring FL
John W. Swaine
CRD#: 4072112
145 West Center Avenue, Sebring, FL 33870

John Swaine (CRD# 4072112) is an Investment Advisor Representative working at Second Half Financial Partners, LLC in Sebring, FL and has over 24 years of experience in the finance industry.

4
Murrell Winter, financial advisor Sebring FL
Murrell L. Winter
CRD#: 6961939
145 West Center Avenue, Sebring, FL 33870

Murrell Winter (CRD# 6961939) is an Investment Advisor Representative working at Second Half Financial Partners, LLC in Sebring, FL and has over 5 years of experience in the finance industry.

5
Mark Burnam, financial advisor Sebring FL
Mark T. Burnam
CRD#: 1627308
145 West Center Avenue, Sebring, FL 33870

Mark Burnam (CRD# 1627308) is an Investment Advisor Representative working at Second Half Financial Partners, LLC in Sebring, FL and has over 37 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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