Open an account. Let our seasoned professionals guide you in building a personalized investment portfolio aligned with your goals. We have a proven success record with over $130 million in assets across 100+ accounts on the Interactive Brokers (IB) platform since 2010.
Partner with award-winning Interactive Brokers for secure, low-cost trading and access to global markets. Link your IB account to tap into Successful Portfolios’ expertise.
New accounts opened online by March 31, 2024, receive a 24% discount on advisory fees on up to $1 million in assets under management.
Getting started is easy! Set up your IB account below, link to Successful Portfolios, and let our team guide you.
Call or text Parker Evans, CFA, CFP at (727) 282-5556 with any questions. We look forward to helping you achieve financial success!
In addition to our successful collaboration with Interactive Brokers (IB), Successful Portfolios (SP) is proud to announce that we also manage accounts at Charles Schwab. This allows us to offer our clients even more flexibility and choice in selecting a custodian that aligns with their investment preferences.
Why Choose an Independent Investment Professional?
Working with an independent, credentialed, and licensed investment professional like SP offers numerous benefits:
At Successful Portfolios, we believe that an informed client is an empowered client. Our commitment to transparency, education, and tailored advice positions us as a trusted partner in your wealth journey.
Discover the SP difference and how our independent approach can help you and your family achieve financial success. Contact Parker Evans, CFA, CFP, or Joe Baer, APMA, at (727) 744-3614 for a personalized consultation about your future today.