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Building 2BKS RETIREMENT SERVICES

Map pinTAMPA, FL
Phone727-723-3676
NotebookSEC #801-116888
Total AUM
$0
Employees
8
Clients
320

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4211 W. BOY SCOUT BLVD
SUITE 800
TAMPA
FL 33607
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
727-723-3676
Other Offices
3

ReceiptFinancials

Total AUM
$0
Accounts
0
Discretionary
$0
Accounts
0
Non-Discretionary
$0
Accounts
0

ContactClients

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Charitable Organization Clients
1
AUM
$0
Government Entity Clients
3
AUM
$0
Insurance Company Clients
2
AUM
$0
Corporation or Business Clients
314
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other Fee
Other Compensation
VALUE OF PLAN ASSETS

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALCAFLLANYOHTX

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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