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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

    • N/A
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • N/A
      Accounts
    • N/A
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

28

name start date
Thomas Lynn Johnson
November 1998
Valerie Margaret Liddon
September 2012
Aaron Joseph Bert
July 2008
Nancy Ilene Hecht
November 1998
Howard Samuel Weisberg
November 1998

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Certified Advisory Corp IAR $1,009,588,299
    Maitland Securities, Inc. Broker-Dealer --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Aaron Joseph Bert Finop January, 2011 less than 5%
      Barry Merton Smith Chief Compliance Officer September, 1998 less than 5%
      Barry Merton Smith President April, 2000 less than 5%
        Source: FINRA

        Fees

        There is no compensation data available to display at this time