David Bennett, CFA, CFP Explains SP’s Business Model and Value Proposition.

In this brief Facebook video, Successful Portfolios Vice President David Bennett, CFA, CFP explains SP’s business model and value proposition.

VIDEO TRANSCRIPT:

Hello fellow club member!

I’m David Bennett, Chartered Financial Analyst, Certified Financial Planner and Vice President at Successful Portfolios in Clearwater.

Our wealth management team helps individuals, families, and organizations manage more than $160 million in assets at leading discount brokers including Charles Schwab, Interactive Brokers, and TD Ameritrade. Successful Portfolios investment process avoids third party asset management fees, reducing costs and saving money for our clients.

If you have any questions please call me or text me at (813) 494-2801, or if you prefer, email me.

To learn more how our professional credentials and customer-friendly pricing set us apart from the competition visit our home page.

 

By |2017-12-23T09:39:14-04:00December 22nd, 2017|Financial Planning and Investment Blog|0 Comments

About the Author:

Parker Evans, CFA, CFP, CMT is President of Successful Portfolios LLC, an SEC Registered Investment Advisor Firm based in Clearwater, FL. Parker helps individuals, families, and organizations plan and manage custom investment portfolios at leading brokerages including Charles Schwab, TD Ameritrade, and Interactive Brokers.