Home
›
Firms
›
MONEY PROFESSIONALS, LLC
MONEY PROFESSIONALS, LLC
PENSACOLA, Florida
·
1 registered advisor
·
CRD# 132080
SEC# 801-64752
850-433-5830
01
Firm Overview
AUM
$41M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MONEY PROFESSIONALS, LLC
1 registered advisor
Donna Kay Jordan
PENSACOLA, Florida
CFP
CRD# 1248379
05
Office Locations
PENSACOLA, Florida
1 advisor
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. MONEY PROFESSIONALS, LLC (CRD# 132080) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.