Assurity Financial Group | Financial Advisor in Bradenton ,FL

Assurity Plaza
2429 Manatee Avenue East, Unit 1
Bradenton, FL 34208
Phone: (941) 739-5006

Helping Clients Have Peace Of Mind About Their Investments


About

Established in 2002, Assurity Financial Group is a family run financial firm that specializes in Life, Wealth, Retirement and Taxes. Our #1 goal for our clients is financial independence!
Many clients seek our services because we offer credentialed help with diverse backgrounds in all areas of finance. As a credentialed Financial Planning and Registered Investment Advisory Firm we can help you to grow wealth and set a course that covers all aspects which exceed traditional Financial Planning.
As fiduciaries over our clients' managed accounts, we don't use high fee proprietary funds. We are independent, but highly regulated. We are proficient in health insurance issues, estate planning, expert advice in wills and trusts. We have a full service tax practice with credentialed EAs and CPA's, so we can offer tax strategies that reduce taxes for our clients. Your number one expense is taxes! That is why we offer tax forecasting to reduce current and future taxation. We offer a diverse array of tax preferred investments to help compound earnings in your portfolio. If safety is your concern, we offer retirement accounts with safer investment options or insured options that offer gains that can average between 5%-10% with little or no risk. For the self-employed we are able to provide pension planning for high income business owners who are being hit hard by excessive taxation. We only offer registered products and utilize a subsidiary of Wells Fargo for custody of assets. Most other retirement products are with highly established insured institutions.

22 Years of Experience



General Information
Firm Start Year:   2002
No.of Employees:   2-4
Insurance License#:   A007526
Name of Custodial Firm:   First clearing LLC (Affiliated with Wells Fargo Bank)
States Licensed in:   FL
Number of Years with Current Firm:   20
Work Experience:   10 years of reduced risk money management, including financial planning, wealth management and investment advising.
I work with the following types of clients:   Individual Investors , Businesses


Services
Investment Types:   Annuities , Insurance , Range Notes , Stocks , Mutual Funds , Bonds , Exchange Traded Funds (ETFs) , Socially Responsible Investments (SRI)


Qualifications & Memberships
Insurance and Annuity Licenses:   Long Term Care , Variable Annuity , Health , Life , Annuity , Variable Life
Financial Organization Memberships:   ChFC , Financial Planning Association (FPA)
Non-Financial Organization Memberships:   BBB - Rated A+
National Ethics Association
Manatee Chamber of Commerce


Firm Information
Firm's Number of Clients:   400
Firm's Number of Planning Clients:   70
Firm's Number of Managed Clients:   70
Advisor's Number of Clients:   400


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $50K and up
Compensation Methods:   Commissions , Flat Fee , Based on Assets
Fee % Based on Assets:   .50 -2.00%
Hourly Rate:   $100-$200



FAQs


DISCLAIMER

TPM AUM $997,000,000

David Appleby

David Appleby

ChFC®, CLU®, EA, CASL, CTS, RFC, QFP

Communities Served

Anna Maria Bradenton
Bradenton Beach Cortez
Ellenton Longboat Key
Palmetto Parrish
Ruskin Sarasota
All 50 States

Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM

Compensation Arrangements

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