Prudential Advisors: Greater Florida Financial Group

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About Prudential Advisors: Greater Florida Financial Group

Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity.

We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.

See Disclosures

General Information

Firm Start Year

2025

No. of Employees

automated call

Firm CRD#

8733

Insurance License#

21720596

Name of Broker/Dealer

LPL ENTERPRISE

Name of Custodial Firm

LPL ENTERPRISE

States Licensed in

FL, GA, SC, NC

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Health

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$750,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Total Assets Under Management by Advisor

$750000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$10,000

Compensation Methods

Flat Fee, Hourly, Based on Assets, Commissions

Fee % Based on Assets

Hourly Rate

$250

Additional Details on Charges

Financial Management Oversight: $250 per quarter Financial Planning: $250 per hour Assets Under Management: 1%

Education

Bachellor's of Science - Business Administration

University of South Carolina
01/01/2015 -12/14/2018

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Enterprise, LLC (LPLE). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf

Disclaimer

Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor. Member FINRA & SIPC, and an affiliate of LPL Financial.

Prudential Advisors is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (PICA) and its insurance company and other affiliates (collectively Prudential). Prudential Advisors financial professionals are licensed insurance agents of Prudential.

Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under Prudential Advisors. LPLE and LPL Financial are not affiliated with Prudential or the Greater Florida Financial Group.

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Paladin Advisors

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