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Johnny David Lister

SALTMARSH FINANCIAL ADVISORS, L.L.C.·PENSACOLA, Florida
Unclaimed Profile
900 N 12TH AVENUE, PENSACOLA, FL 32501CRD# 4905263Firm CRD# 132248
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About

Johnny David Lister is a registered financial advisor based in PENSACOLA, Florida, affiliated with SALTMARSH FINANCIAL ADVISORS, L.L.C.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
SALTMARSH FINANCIAL ADVISORS, L.L.C.
SALTMARSH FINANCIAL ADVISORS, L.L.C.
AUM
$279M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4905263
Firm CRD# 132248
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Johnny David Lister offer?
Johnny David Lister specializes in Financial Planning, Investment Management. Contact their office in PENSACOLA, Florida for a consultation.
What are Johnny David Lister's credentials?
Johnny David Lister is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Johnny David Lister located?
Johnny David Lister is based in PENSACOLA, Florida, working with SALTMARSH FINANCIAL ADVISORS, L.L.C.. Their office serves clients in the PENSACOLA metropolitan area and surrounding communities.
How does Johnny David Lister charge for services?
Johnny David Lister's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SALTMARSH FINANCIAL ADVISORS, L.L.C.?
SALTMARSH FINANCIAL ADVISORS, L.L.C. has approximately 6 employees and manages $279M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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