TK
CFP · ChFC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
89 clients
Average Client Portfolio
$428K average
Assets Under Management
$38.1M
Fee Structure
This document does not contain any fee information. It is a supplement to the American Family Legacy Group brochure, which should contain fee details.
Loading...
Advisor Information
Office location
3030 N Rocky Point Dr W, Suite 150, Tampa, FL, 33607
Get directionsRegulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2004Closed-No Action
Customer Dispute
August 2004Denied
Employment History
Current Registrations
American Family Legacy Group
October 2013 - Present · 12 yrs 3 mos
Previous Registrations
Ameriprise Financial Services, INC.
April 1987 - October 2013 · 26 yrs 6 mos
State Registrations3 states
FLOKTX
Advisor
Exams
No exam information available for this advisor.