FIND A CERTAIN CAPITAL ADVISORS, LLC FINANCIAL ADVISOR NEAR ME
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CRD#: 340049
RIA
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for CERTAIN CAPITAL ADVISORS, LLC Comes From
Understanding the Statistics for CERTAIN CAPITAL ADVISORS, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
7901 4th Street North, Suite 8828, St. Petersburg, FL 33702
Phone Number
(704) 909-9439
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
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The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at CERTAIN CAPITAL ADVISORS, LLC
Brian Scott Mckinney
IAR
CRD#: 6661521
Location:
Columbia, MD 21045
Company:
WILLIAMS ASSET MANAGEMENT
Disclosures:
Experience:
9 years
RA
Robert Armendariz III
IAR
RR
CRD#: 6643582
Location:
San Antonio, TX 78230
Company:
EAGLE STRATEGIES LLC
Disclosures:
Experience:
8 years
Jeffrey Glenn Weeks
IAR
CRD#: 2216960
Location:
Austin, TX 78746
Company:
ATX PORTFOLIO ADVISORS, LLC
Disclosures:
Experience:
33 years
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