Videos by Successful Portfolios in Clearwater. Independent SEC Registered Investment Advisor led by Parker Evans, CFA, CFP, and Joe Baer, APMA.
Scottrade/Ameritrade Merger Deal: What happpens next?
How does the Tax Reform affect YOU?
David Bennett on SP Business Model
Seasons Greetings
About David Bennett, CFA, CFP
Robo Advisor
Investor Behavior
Parker Evans, CFA, CFP channels J.P. Morgan.
A Man's Got to Know his Limitations.