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).
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Total Assets Under Management0MILLION
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Total Number of Accounts6ACCOUNTS
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Average Account Value$8,723
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.
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.
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.