Palm Harbor, FL
Get directionsNo 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 →Anthony operates under the DBA Wealth Advisors Who Care as an investment advisor. He also sells and services fixed/indexed annuities, life insurance, and LTC, dedicating about 10-20% of his time to this activity. Additionally, Anthony co-owns Cabin Legacy, LLC, a short-term rental cabin business, with his spouse, spending a few hours per week on it.