David Bennett
Vice President & Sr. Portfolio Manager at Successful Portfolios LLC - Clearwater, FL, US
David Bennett's Colleagues at Successful Portfolios LLC
David Bennett's Contact Details
HQ
727-744-3614
727-744-3614
Location
Clearwater, Florida, United States
Clearwater, Florida, United States
Company
Successful Portfolios LLC
Successful Portfolios LLC
David Bennett's Company Details
Our Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) professionals help individuals, families, and organizations plan and manage custom-crafted, high-performance, investment portfolios. Successful Portfolios is an authorized, independent advisor at Charles Schwab, Interactive Brokers, and TD Ameritrade. Successful Portfolios LLC was founded by Parker Evans, CFA, CFP in February 2010.As of September 2020, we managed more that $200,000,000 in assets for over 200 discerning clients.
Frequently Asked Questions about David Bennett
David Bennett currently works for Successful Portfolios LLC.
David Bennett's role at Successful Portfolios LLC is Vice President & Sr. Portfolio Manager.
David Bennett's email address is ***@successfulportfolios.com. To view David Bennett's full email address, please signup to ConnectPlex.
David Bennett works in the Investment Bank/Securities Brokerage industry.
David Bennett's colleagues at Successful Portfolios LLC are Joe Baer, Parker Evans and others.
David Bennett's phone number is 727-744-3614