| Advisor Profile |
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Business Description |
At Mears Maffitt, we help manage and preserve the financial future of our clients by assisting with the creation and growth of their wealth, as well as helping them protect and preserve it. Additionally,our objective is to help plan the distribution of their wealth in life and death by utilizing the most tax-advantaged methods available.
Mears Maffitt is not affiliated with Multi-Financial Securities Corporation.
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General Information |
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| Years of Experience in Financial Services: |
22
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Services |
| Investment Types: |
Stocks Mutual Funds, Bond Mutual Funds, Bonds, Stocks, Annuities, Options, Real Estate, Alternative Investments
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Series 65, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Certified Financial Planner, Chartered Life Underwriter, Insurance License (Life & Health; Long Term Care; Specify below)
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Assets Managed by Firm: |
Yes
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Compensation & Fees |
| Fee % Based on Assets: |
1.35
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| Prepared By: |
Kenneth E. Mears |
Frequently Asked Questions |
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