SUCCESSFUL PORTFOLIOS LLC
CLEARWATER, FLORIDA

Successful Portfolios is an authorized, Successful Portfolios’ exemplary wealth management team is ready to advise you. Left to right: Parker Evans, CFA, CFP, CMT, David Bennett, CFA, CFP, Joseph Baer, APMA. Successful Portfolios LLC is an SEC Registered Investment Advisor firm based in Clearwater, Florida. founded Successful Portfolios in February 2010. He is a licensed Investment Advisor Representative with 30 years of professional experience. His wealth management credentials include Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Chartered Market Technician (CMT). Parker is the former President of First Discount Securities Corp., a pioneering discount brokerage firm acquired by First Union Bank (now Wells Fargo). Also, he was a Vice President at First Union, Smith Barney, and Fifth Third Private Bank. Parker earned a B.A., with a major in Economics from Eckerd College and won the Wall Street Journal Award for outstanding academic achievement. He received an MBA with Honors from Nova Southeastern University. The Chartered Market Technician® (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. The market technician’s philosophy is grounded in behavioral economics. Technical analysis provides the tools to successfully navigate the gap between intrinsic value and market price across all asset classes through a disciplined, systematic approach to market behavior and the law of supply and demand.The CMT designation reflects education, industry experience, peer review, and a commitment to abide by a strict Code of Ethics. A CMT has successfully passed three progressively difficult exams totaling ten hours of proctored test time. Our Only Line of Business is Advising Clients. commissions or accept remuneration from product sponsors. We don’t sell insurance, annuities, credit cards, checking accounts or any other financial product. of professionals with 50-years combined experience in the wealth management business. At Successful Portfolios, our mission is to help you plan and manage a high-performance investment portfolio We can help you earn durable, secure income from your retirement nest egg. If you seek growth, tax minimization, and wealth preservation, we can help. You’ve got the right company for Thank you for your interest in Successful Portfolios!