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Featured Business Financial Advisor in Jacksonville, FL
Jacksonville Financial Advisors
A.P.A. F L.
3010 3rd Street South, Suite A
Jacksonville, FL 32250
(904) 500-5050
“Guaranteed Income and Retirement Planning --- for life!”
Advisor Profile
Tom McDermott
Name:  Tom McDermott
Phone Number:  (904) 500-5050
Website:  Visit Website

About A.P.A. F L.

We are committed to maintaining the highest standards of
integrity and professionalism in our relationship with you, our
client. We endeavor to know and understand your financial
situation and provide you with only the highest quality
information, services, and products to help you reach your
goals.
 

General Information

CRD#:    4369434
Firm CRD#:    149414
Insurance License#:    NC 2360031
Name of Broker/Dealer:    Folio FN Investments
Name of Custodial Firm:    Folio FN Investments
States Licensed in:    AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID,
IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS,
MO, MT, NE, NV, NH, NJ, NM, NC, ND, OH, OK, OR,
PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI
States Willing to do Business in:    Atlantic Beach,Fernandina Beach,Jacksonville,Orange Park,Ponte Vedra Beach,Saint Augustine,Saint Johns
Years of Experience in Financial Services:    26
Number of Years with Current Firm:    15
I work with the following types of clients:    Non-Profit Organizations, Businesses, Individual Investors
 

Services

Investment Types:    Bonds, Stocks, Exchange Traded Funds (ETFs), Insurance, Annuities
I can meet clients in the following ways:    At my office, At your home, At your office
 

Qualifications & Memberships

Securities Licenses:    Series 65
Insurance and Annuity Licenses:    Annuity, Health, Long Term Care, Life
 

Firm Information

Firm's Number of Clients:    over 200
Assets Managed by Firm:    34,000,000+
Advisor's Number of Clients:    750
Assets Managed by Advisor:    26,000,000+
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an 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
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Based on Assets
Fee % Based on Assets:    1
 
 
 
Prepared By: Tom McDermott

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