Destiny Wealth Partners, LLC
Destiny Wealth Partners, LLC (CRD# 171346) is a financial advisory firm headquartered in Tavares, FL. They manage $996,817,259 in 3,086 accounts and serve the financial needs of clients across 17 states (or territories).
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Total Assets Under Management997MILLION
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Total Number of Accounts3,086ACCOUNTS
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Average Account Value$323,013
- 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 pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, HI, LA, MI, NC, NE, NH, NV, NY, OH, SC, TN, TX, VA
Robert Clark (CRD# 4191125) is an Investment Advisor Representative working at Destiny Wealth Partners, LLC in Tavares, FL and has over 20 years of experience in the finance industry.
Morgan Hatfield (CRD# 5557384) is an Investment Advisor Representative working at Destiny Wealth Partners, LLC in Tavares, FL and has over 13 years of experience in the finance industry.
Audrey Mancuso (CRD# 5324890) is an Investment Advisor Representative working at Destiny Wealth Partners, LLC in Tavares, FL and has over 11 years of experience in the finance industry.
Carol Mulcahy (CRD# 1468012) is an Investment Advisor Representative working at Destiny Wealth Partners, LLC in Tavares, FL and has over 33 years of experience in the finance industry.
Christopher Nichols (CRD# 3192244) is an Investment Advisor Representative working at Destiny Wealth Partners, LLC in Boca Raton, FL and has over 18 years of experience in the finance industry.
Jorge Romero (CRD# 5420761) is an Investment Advisor Representative working at Destiny Wealth Partners, LLC in The Villages, FL and has over 15 years of experience in the finance industry.
Thomas Ruggie (CRD# 2193305) is an Investment Advisor Representative working at Destiny Wealth Partners, LLC in Tavares, FL and has over 28 years of experience in the finance industry.
Louis Shinaman (CRD# 2750556) is an Investment Advisor Representative working at Destiny Wealth Partners, LLC in Winter Park, FL and has over 27 years of experience in the finance industry.