Assuredpartners Investment Advisors
Assuredpartners Investment Advisors (CRD# 309550) is a financial advisory firm headquartered in Tampa, FL. They manage $179,036,704 in 601 accounts and serve the financial needs of clients across 37 states (or territories).
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Total Assets Under Management179MILLION
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Total Number of Accounts601ACCOUNTS
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Average Account Value$297,898
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MT, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV, WY
Beverly Bankus (CRD# 6588490) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Lancaster, PA and has over 7 years of experience in the finance industry.
Ryan Baumbach (CRD# 6549653) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Wilmington, DE and has over 6 years of experience in the finance industry.
Kenneth Brackett (CRD# 5249154) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Tampa, FL and has over 17 years of experience in the finance industry.
Gary Casciola (CRD# 2728412) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Pittsburgh, PA and has over 25 years of experience in the finance industry.
Joseph Christianson (CRD# 6102763) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Tampa, FL and has over 11 years of experience in the finance industry.
Anthony Coleman (CRD# 6690144) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Lancaster, PA and has over 7 years of experience in the finance industry.
Richard Hultquist (CRD# 2857110) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Seattle, WA and has over 27 years of experience in the finance industry.
Dustin Jones (CRD# 6191788) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Wake Forest, NC and has over 10 years of experience in the finance industry.
David Miller (CRD# 1849707) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Houston, TX and has over 35 years of experience in the finance industry.
Ronald Myers (CRD# 2719227) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Plantation, FL and has over 28 years of experience in the finance industry.