NS
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.
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Advisor Information
Office location
3030 N Rocky Point Dr W, Suite 150, Tampa, FL, 33607
Get directionsRegulatory 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.
Learn about disclosures →Other Business Activities
Neil is the owner of Lions and Tigers Software, LLC, a software development company, since 2021. He spends about a quarter of his time designing and defining strategic objectives for software developers.
Employment History
Current Registrations
American Family Legacy Group
July 2020 - Present · 5 yrs 6 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.