Unclaimed Profile

Johnny David Lister

SALTMARSH FINANCIAL ADVISORS, L.L.C.·PENSACOLA, Florida

Clean recordSALTMARSH FINANCIAL ADVISORS, L.L.C.

900 N 12TH AVENUE, PENSACOLA, FL 32501CRD# 4905263Firm CRD# 132248

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Johnny David Lister · PENSACOLA, FL

Registration

CRD #4905263 · SALTMARSH FINANCIAL ADVISORS, L.L.C.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Johnny

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Johnny is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

SALTMARSH FINANCIAL ADVISORS, L.L.C.

AUM

$279M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SALTMARSH FINANCIAL ADVISORS, L.L.C. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4905263

Firm CRD# 132248

View on FINRA BrokerCheck →

Looking for a financial advisor in PENSACOLA?

Browse all registered financial advisors in PENSACOLA, Florida or claim this profile if it's yours.

Browse PENSACOLA Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →