SUCCESSFUL PORTFOLIOS LLC
CLEARWATER, FLORIDA

Successful Portfolios LLC is an SEC-registered Investment Advisor firm headquartered in Clearwater, Florida. Established on February 9, 2010 by H. Parker Evans, the company specializes exclusively in wealth management services. Under Mr. Evans' leadership, who holds a B.A. majoring in Economics from Eckerd College and an MBA with Honors from Nova Southeastern University, Successful Portfolios leverages his extensive 30 years of experience as a licensed Investment Advisor Representative. The firm's team boasts substantial credentials, including the CFA (Chartered Financial Analyst), CFP (Certified Financial Planner), and CMT (Chartered Market Technician) designations. These qualifications underscore a rigorous approach to financial advice rooted in technical analysis and behavioral economics principles. Notably, Mr. Evans formerly served as President of First Discount Securities Corp., which evolved into part of Wells Fargo, and held high-ranking positions at Smith Barney, First Union Bank, and Fifth Third Private Bank. Successful Portfolios LLC maintains a clear policy of not accepting commissions or remuneration from product sponsors, ensuring unbiased financial advice. The firm's sole focus is on advising clients to achieve diverse objectives such as growth, tax minimization, wealth preservation, and generating income during retirement. Incorporated under Florida Model DOS with the filing number L09000112264, Successful Portfolios' mailing address is 611 Druid Road East, Suite 407, Clearwater, FL. They can be contacted via phone at (727) 744-3614 or (727) 483-7455. Their business model remains dedicated to client-centric service in wealth management, with a significant team of professionals bringing over 50 years of collective experience. The company's activities are reflected through updates such as the last name change on January 21, 2011, and their latest annual report filed for the year ending December 31, 2023, on January 29, 2024. For more information, visit their website at successfulportfolios.com.