SEC CRD #801-80100
A financial planning and integrated wealth management firm headquartered in Lake Mary, Fla. Our team of professionals possess an in-depth knowledge of ... Lake Mary LOCATION. 972 International Parkway Lake Mary, FL 32746. Local Phone: (407) 792-3336. Toll Free: (800) 260-9787 ... Benjamin started with CollaborativeWEALTH in early 2022 as our Trading Assistant. He works in general asset allocation and portfolio construction.
SANDRA STICKNEY
CCO
📞 (407) 792-3336
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AUM
$653M
Location
LAKE MARY, FL
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