Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
89 clients
Average Client Portfolio
$428K average
Assets Under Management
$38.1M
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Location

3030 N Rocky Point Dr W, Suite 150, Tampa, FL, 33607

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History

Regulatory History
Clean regulatory record

No 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.

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Other Business Activities

Neil is the owner of Lions and Tigers Software, LLC, a software development company, since 2021. He spends about a quarter of his time designing and defining strategic objectives for software developers.

Employment History
Current Registrations
American Family Legacy Group
July 2020 - Present · 5 yrs 7 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.