Elwyn Guernsey (CRD# 1487320) is an Investment Advisor Representative working at Guernsey Financial, LLC in Pensacola, FL and has over 27 years of experience in the finance industry.
CRD# 1672337
Ameriprise Financial Services, LLC
CRD# 5194535
Fsa Investment Group, LLC
CRD# 5739032
Familywealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guernsey Financial, LLC | Pensacola, FL | Apr 2019 - Current | 5 |
| Guardian Life Insurance Company | New York, NY | May 1991 - Current | 33 |
| Park Avenue Securities LLC | Pensacola, FL | May 1999 - Jan 2019 | 19 |
| Guardian Life | Pensacola, FL | May 1991 - Jan 2019 | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1997 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AL
- FL
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Total Assets Under Management75MILLIONS
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Total Number of Accounts393ACCOUNTS
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Average Account Value$191,084
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, FL, NC, TX
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