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Wealth Advisors Of Tampa Bay
SEC-regulated
Registered investment advisor
Wealth Advisors of Tampa Bay, LLC is a registered investment adviser specializing in Wrap Comprehensive Portfolio Management and LPL Sponsored Activity Programs. Established in 2012, the firm is owned by Robert F. Giles, Jr. (25%) and Robert F. Giles, III (75%). They offer individualized investment advice with a minimum account balance of $100,000 for Wrap Comprehensive Portfolio Management. The firm provides discretionary portfolio management services, allowing them to make investment decisions on behalf of clients. Investment strategies include long-term and short-term purchases, with a focus on fundamental and technical analysis. Clients receive quarterly account reviews and have the option to place reasonable restrictions on their investments. Wealth Advisors of Tampa Bay, LLC does not accept performance-based fees and acts as a fiduciary, putting clients' interests first. The firm does not have custody of client funds and does not accept proxy authority to vote client securities. Clients are encouraged to compare account statements received from the custodian with those from the firm. The firm has no disciplinary events and does not provide cash or non-cash compensation for client referrals.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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