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Advisers in Seminole, FL

2 advisers in Seminole — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Crossplan Money Management10575 68th Avenue North, Suite B-3 · Seminole, FL 33772 · (727) 398-7900 · % of assets managedCRD 129489 · % of assets · $64.8 million AUMState registeredNo commissions reportedTargeted Financial Services, LLC5666 Seminole Blvd, Suite 146 · Seminole, FL 33772 · (732) 750-9880 · Financial planningCRD 129049 · % of assets, Hourly charges, Fixed fees · $353.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Seminole? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.