CERTIFIED ADVISORY CORP - Financial Advisor in Florida, Altamonte Springs

Tel: 407-869-9800 1111 Douglas Avenue Altamonte Springs, Florida 32714-2033

About CERTIFIED ADVISORY CORP

CERTIFIED ADVISORY CORP is a Altamonte Springs, Florida based financial advisory firm with nearly $2,272,751,721 in assets under management and provides investment advisory services for 5840 clients. There are currently 37 financial advisors at the firm.

General Information

Firm CRD#:

120990

Firm SEC#:

801-61305

Assets Under Management:

$2,272,751,721

No. of Clients:

5840

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITATION FEES)

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