Aggregate Financial Services, Inc.

Aggregate Financial Services, Inc. (CRD# 324945) is a financial advisory firm headquartered in Pensacola, FL. They manage $52,340 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6901a N 9th Ave #131, Pensacola, FL 32504
https://aggregatefinancialservices.com/
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $8,723
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Aggregate Financial Services, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
James Baccarini, financial advisor Navarre FL
James O. Baccarini
CRD#: 7689668
Navarre, FL

James Baccarini (CRD# 7689668) is an Investment Advisor Representative working at Aggregate Financial Services, Inc. in Navarre, FL and has 1 year of experience in the finance industry.

2
Charles McCants, financial advisor Navarre FL
Charles C. McCants
CRD#: 7689966
Navarre, FL

Charles McCants (CRD# 7689966) is an Investment Advisor Representative working at Aggregate Financial Services, Inc. in Navarre, FL and has 1 year of experience in the finance industry.

3
Taylor Retherford, financial advisor Navarre FL
Taylor D. Retherford
CRD#: 7689648
Navarre, FL

Taylor Retherford (CRD# 7689648) is an Investment Advisor Representative working at Aggregate Financial Services, Inc. in Navarre, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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