Herbert
Prytherch

J. W. Cole Advisors, Inc

CRD#2712073
Investment Advisor
in Tampa, FL

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About this Advisor

Herbert Prytherch is a financial advisor working out of Tampa, Florida who has 3 years of relevant experience. Prytherch is an advisor for J. W. Cole Advisors, Inc. Their career trajectory has included roles at J.W. Cole Financial, Inc, J.W. Cole Advisors, Inc and Valic. Prytherch has a Series 63 license, which qualifies them as a securities broker, and is registered to serve investors in Florida. J. W. Cole Advisors, Inc is an advisory firm that has its headquarters in Tampa, FL. The investment advisory business has offices in 388 locations and a total of 521 financial advisors. It has $5 billion in assets under management between its 24,060 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 27 charities and foundations. Of its 24,060 accounts, just 8% are held by high-net-worth investors who have more than $1 million in investable assets. J. W. Cole Advisors, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fees typically vary depending on which services are offered. However, fees billed by J. W. Cole Advisors, Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4301 Anchor Plaza Parkway Suite # 450
Tampa, FL 33634

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J. W. Cole Advisors, Inc Brokerage Details

Total Assets Under Management

$4,854,030,147

FL Average: $1,855,561,029
Total Number of Employees

521

FL Average: 62
Total Number of Accounts

24,060

FL Average: 2,474
Average Account Size

$201,747

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Herbert Prytherch Work History

Herbert has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

J.W. Cole Financial, Inc

2020 - Present (4 years)

J.W. Cole Advisors, Inc

2001 - 2018 (17 years)

Valic

*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 Herbert Prytherch 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 J. W. Cole Advisors, Inc

Deanna Williamson
Tampa, FL
Michael Valencia
Parkville, MD
Penny Di Giovanna
Hudson, FL
Kristopher Cotton
Tampa, FL
Jordan Windhorst
Metropolis, IL
Hayden Herrington
Tampa, FL
Jonathan Sheehan
Tampa, FL
William Drexler
Palm Bay, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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