David
Bennett
Successful Portfolios LLC
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About this Advisor
David Bennett is a chartered financial analyst based in Clearwater, Florida with 6 years of industry experience. Bennett is currently employed by Successful Portfolios LLC. They have spent their complete employment at Successful Portfolios Llc. Bennett maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. Successful Portfolios LLC is an advisory business operating out of Clearwater, FL. It administers $290 million in total assets among its 977 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 977 customer accounts, just 2% are associated with high-net-worth clients who have at least $1 million in investable assets. The advisory firm provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fee schedules typically depend on which service is offered. Fee types charged by Successful Portfolios LLC likely include asset-based, hourly and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Successful Portfolios LLC Brokerage Details
$289,666,274
3
977
$296,485
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
David Bennett Work History
David has been registered as a financial advisor for 6 years.*
Fifth Third Securities
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Bennett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Successful Portfolios LLC
Clearwater, FL
Clearwater, FL
Clearwater, FL
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