CERTIFIED ADVISORY CORP

1111 Douglas Avenue
Altamonte Springs, Florida 32714-2033
Tel: 407-869-9800

About CERTIFIED ADVISORY CORP

CERTIFIED ADVISORY CORP, formally registered with the SEC as CERTIFIED ADVISORY CORP. The firm was established in 07/23/2002. They have over 6 offices throughout the country.

CERTIFIED ADVISORY CORP is a Altamonte Springs, Florida based Financial Planning firm with nearly $2,272,751,721 assets under management, offering retirement planning & investment advisory services to 5840 clients. The firm is staffed with 37 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	120990
SEC#	801-61305
Assets Managed by Firm	$2,272,751,721
No. of Clients	5840
No. of Advisors	37

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITATION FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	5840	$2,272,751,721
Individuals (other than high net worth individuals)	1769	$644,659,778
High net worth individuals	558	$1,222,677,333
Pension and profit sharing plans	63	$369,705,492
Charitable organizations	6	$3,681,544
Corporations or other businesses	14	$19,727,433

More Retirement Planning firms in Altamonte Springs, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors
RAYMOND JAMES & ASSOCIATES, INC. 880 Carillon Parkway St. Petersburg, FL, 33716	$433,814,330,581	1070028	13966
CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 880 Carillon Parkway Saint Petersburg, FL, 33716	$344,868,106,925	1030208	6727
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845

Explore More Retirement Advisors in Altamonte Springs, Florida

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.