Successful Portfolios

Successful Portfolios

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Independent SEC Registered Investment Advisor
led by Parker Evans, CFA, CFP, and Joe Baer, APMA. Secure your financial future now.

Successful Portfolios LLC is an independent SEC Registered Investment Advisor helping clients plan and manage accounts at Interactive Brokers and Charles Schwab. Established in 2010, today we serve over 150 discerning clients with more than $210,000,000 in assets under management. Our areas of expertise include portfolio management, identifying investment opportunities, and retirement income plann

What is my tax bracket? 07/26/2026

What is my tax bracket? The income tax rate at which you are taxed for a certain range of income depends on your filing status.

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Location

Address


611 Druid Road East, Suite 407
Clearwater, FL
33756

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm