VF
CFP
VF
CFP

Vincent Raymond Ferrara

54 Years of Experience
May Earn Commission
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,183 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$1.8B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$3,000
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Location

611 Druid Rd, Suite 105, Clearwater, FL, 33756

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Vincent is the President & CEO of American Financial Solutions, Inc. and President of ProVise Management Company, Inc., dedicating nearly full-time hours to the latter. He also has numerous board and trustee positions, owns Druid Road, LLC (real estate), and owns Up Your Assets, LLC (podcast).

Employment History
Current Registrations
Provise Management Group, LLC
August 1988 - Present · 37 yrs 6 mos
Previous Registrations
Kestra Advisory Services, LLC
April 2016 - December 2019 · 3 yrs 8 mos
NFP Advisor Services, LLC
October 2003 - September 2016 · 12 yrs 11 mos
Kestra Investment Services, LLCBroker
October 2003 - December 2019 · 16 yrs 2 mos
Intersecurities, INC.
July 1991 - June 2004 · 12 yrs 11 mos
Intersecurities, INC.Broker
April 1991 - June 2004 · 13 yrs 2 mos
Pw Securities, INC.Broker
April 1977 - April 1991 · 14 yrs
Derand Investment Corporation of AmericaBroker
May 1971 - September 1985 · 14 yrs 4 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.