Client 1st Advisory Group Information
Get Verified Emails For Client 1st Advisory Group
Contact top employees from
Client 1st Advisory Group
Summary
Welcome to Client 1st Advisory Group. We are truly a firm like no other. In our core values we believe in investing smarter, safer and better on a solid financial platform based on your individual g...Show more
Organization Website | c1ag.com |
Social Links |    |
Phone Number | 800-843-3249 |
Industries | |
Headquarters Location | 611 Druid Road East, Clearwater, FL, 33756 US |
Employees Size | 1-10 employees |
Specialties | Private Wealth Management, Retirement Income Planning, Estate Planning, Investment Planning, Tax Planning, Business Planning, Risk Management, Accumualtion Planning |
Founded | 2013 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
See companies people switched from or switched to
Number of employees by department
Total number all of employee turnover
Discover More
Length of Employment
Employee tenure at Client 1st Advisory Group shows a diverse range of experience levels:
11% have been with the company for less than 1 year11% for 1–2 years11% for 5–7 years22% for 8–10 years44% have over 11 years of service at Client 1st Advisory GroupDiscover More
Ex-employees positions
In Company
In New Company
Sign Up
Contact top employees from
Client 1st Advisory Group
Michelle Mabry
Co-Founder and CEO
Craig Phillips
CEO/Managing Partner
Sharon Bastide
Investment Advisor Representative
Andrea Mears
Managing Partner
Morgan Mabry
Operations Manager
Vicki Morgan
Office Manger
Jamie Mason
Wealth Advisor
Similar Companies
FAQ
Client 1st Advisory Group operates in the Finance industries. More details can be found on the official website: c1ag.com.
The headquarters of Client 1st Advisory Group are located in Clearwater, United States.
You can contact Client 1st Advisory Group by phone at 800-843-3249.
Client 1st Advisory Group currently employs 1-10 people.
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
