MONEY PROFESSIONALS, LLC

PENSACOLA, Florida·1 registered advisor·CRD# 132080
SEC# 801-64752850-433-5830
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 PlanningInvestment ManagementWealth Management
04

Advisors at MONEY PROFESSIONALS, LLC

1 registered advisor
Donna Kay Jordan
PENSACOLA, Florida
CFP
05

Office Locations

PENSACOLA, Florida
1 advisor

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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.