Successful Portfolios LLC
Legal Name: SUCCESSFUL PORTFOLIOS LLC
Full Contact Details
Successful Portfolios LLC
611 DRUID ROAD EAST, SUITE 407, CLEARWATER, FL
727-744-3614
727-483-7455
Other Info
Successful Portfolios LLC is a Florida-based limited liability company that provides financial advisory services to its 3 clients. With a team of 4 employees, all serving as advisors, Successful Portfolios LLC has been approved by the US Securities and Exchange Commission since its registration on January 2, 2015.
Successful Portfolios | Financial Planning and Investments
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Direct Owners
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DAVID LLOYD BENNETT
VICE PRESIDENT owns more than 25% but less than 50%
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HARLEY PARKER EVANS
MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER owns 75% or more
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JOSEPH CHARLES BAER
MANAGING MEMBER, CHIEF OPERATING OFFICER owns more than 5% but less than 10%
Prime Brokers
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INTERACTIVE BROKERS LLC
United States
Firms Located Nearby
Top Holdings
- SPDR S&P 500 ETF TR TR UNIT $7,429k
- SCHWAB STRATEGIC TR $6,444k
- SCHWAB STRATEGIC T $4,258k
- SCHWAB STRATEGIC TR $2,234k
- MICROSOFT CORP $2,224k
- WALMART INC COM $1,706k
- DUKE ENERGY CORP $1,588k
- HOME DEPOT INC $1,540k
- SELECT SECTOR SPDR $1,538k
- Schwab Aggregate Bond ETF (SCH $1,524k