Successful Portfolios LLC
Legal Name: SUCCESSFUL PORTFOLIOS LLC
611 DRUID ROAD EAST, SUITE 407, CLEARWATER, FL
Full Contact Details
Other Info
Successful Portfolios LLC is legally known as SUCCESSFUL PORTFOLIOS LLC. It is a FL Limited Liability Company. This firm has 4 employees, of which 4 are employees in advisory roles. It serves 3 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jan 2, 2015.
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
Period of report:
Jun 30, 2019
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Effectiveness Date:
Jul 11, 2019
- 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