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VERIFIEDPrudential Advisors: Greater Florida Financial Group
701 San Marco Blvd, Suite 7100
Rincon, GA 31326
904-313-3410
About Prudential Advisors: Greater Florida Financial Group
Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity.
We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.
See Disclosures
General Information
Firm Start Year
2025
No. of Employees
1
automated call
Yes
Firm CRD#
8733
Insurance License#
21720596
Name of Broker/Dealer
LPL ENTERPRISE
Name of Custodial Firm
LPL ENTERPRISE
States Licensed in
FL, GA, SC, NC
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management
Services
Investment Types
Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Your Office, Video Conference, Your Home, Phone, Email
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 7, Series 66
Insurance and Annuity Licenses
Variable Life, Long Term Care, Variable Annuity, Life, Health
Firm Information
Firm's Number of Clients
15
Firm's Number of Planning Clients
10
Firm's Number of Managed Clients
11
Assets Managed by Firm
$750,000
Advisor's Number of Clients
15
Advisor's Number of Managed Clients
9
Advisor's Number of Planning Clients
8
Total Assets Under Management by Advisor
$750000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$10,000
Compensation Methods
Flat Fee, Hourly, Based on Assets, Commissions
Fee % Based on Assets
1%
Hourly Rate
$250
Additional Details on Charges
Financial Management Oversight: $250 per quarter Financial Planning: $250 per hour Assets Under Management: 1%
Education
Bachellor's of Science - Business Administration
University of South Carolina
01/01/2015 -12/14/2018
Disclosures
RetirementPlanning.net provides referrals to financial professionals of LPL Enterprise, LLC (LPLE). RetirementPlanning.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RetirementPlanning.net cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf
Disclaimer
Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor. Member FINRA & SIPC, and an affiliate of LPL Financial.
Prudential Advisors is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (PICA) and its insurance company and other affiliates (collectively Prudential). Prudential Advisors financial professionals are licensed insurance agents of Prudential.
Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under Prudential Advisors. LPLE and LPL Financial are not affiliated with Prudential or the Greater Florida Financial Group.
The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.