The Total Advisor

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

2 Oceans West Blvd Apt 1007, Daytona Bea...

Phone Number

(386) 256-7300

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1
1
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1

About The Total Advisor

Fraser Allport is an Independent Fiduciary based in Daytona Beach, specializing in personalized financial solutions for individuals and business owners. With over 44 years of experience, he offers services including retirement planning, estate planning, social security, and long-term care solutions. Fraser is dedicated to providing unbiased financial guidance, ensuring that clients' best interests are prioritized. He also provides educational resources and pro bono financial wellness training to various community sectors.Explore more
The Total Advisor's Social MediaPopular SearchesThe Total Advisor LLCFraser AllportTotal Advisor LLCFraser Allport - The Total Advisor LLCFraser Allport the Total Advisor LLCSIC Code 62,628NAICS Code 52,523Show more

The Total Advisor Org Chart

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Compare insights from companies similar to The Total Advisor, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Total Advisor

<$5M
1-10
Private
-
1982
<$5M
1-10
Private
-
1983
SK
Sue KlauenbergOffice Manager
<$5M
1-10
Private
-
-
DF
Diane FlemingOffice Manager
<$5M
1-10
Private
-
1990
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

i

Among all Finance companies

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High Activity

Activity Insights

The Total Advisor is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The Total Advisor is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Total Advisor.

The Total Advisor Tech Stack

A closer look at the technologies used by The Total Advisor

The Total Advisor News & Media

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Frequently Asked Questions Regarding The Total Advisor

What is The Total Advisor's official website?
The Total Advisor's official website is www.fraserallport.com
What is The Total Advisor's Revenue?
The Total Advisor's revenue is <$5 Million
What is The Total Advisor's SIC code?
The Total Advisor's SIC: 62,628
What is The Total Advisor's NAICS code?
The Total Advisor's NAICS: 52,523
How many employees does The Total Advisor have?
The Total Advisor has 1-10 employees
What industry does The Total Advisor belong to?
The Total Advisor is in the industry of: Finance, Securities Trading
What is The Total Advisor competition?
The Total Advisor top competitors include: Copper Canyon Wealth Management, Murphy Wealth Management, Court Place Advisors, Bay Harbor Wealth Management
What technology does The Total Advisor use?
Some of the popular technologies that The Total Advisor uses are: WooCommerce, WordPress.org, PHP, Sucuri WAF
How do I contact The Total Advisor?
The Total Advisor contact info: Phone number: (386) 256-7300 Website: www.fraserallport.com
What does The Total Advisor do?

Fraser Allport is an Independent Fiduciary based in Daytona Beach, specializing in personalized financial solutions for individuals and business owners. With over 44 years of experience, he offers services including retirement planning, estate planning, social security, and long-term care solutions. Fraser is dedicated to providing unbiased financi... al guidance, ensuring that clients' best interests are prioritized. He also provides educational resources and pro bono financial wellness training to various community sectors.Read More

What are The Total Advisor social media links?
The Total Advisor Linkedin page The Total Advisor Twitter page The Total Advisor Facebook page
Is The Total Advisor a public company?
The Total Advisor is private company therefore does not currently have an official ticker symbol
See more information about The Total Advisor

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