Fsa Investment Group, LLC

Fsa Investment Group, LLC (CRD# 163641) is a financial advisory firm headquartered in Pensacola, FL. They manage $598,241,707 in 143 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
212 South Alcaniz Street, Pensacola, FL 32502
https://www.linkedin.com/company/fsa-investment-group/
By the Numbers
  • Total Assets Under Management
    598
    MILLION
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $4,183,508
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, FL, LA

Financial Advisors at Fsa Investment Group, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Brett Akers, financial advisor Pensacola FL
Brett J. Akers
CRD#: 5194535
212 South Alcaniz Street, Pensacola, FL 32502

Brett Akers (CRD# 5194535) is an Investment Advisor Representative working at Fsa Investment Group, LLC in Pensacola, FL and has over 17 years of experience in the finance industry.

2
Elke Chenevey, financial advisor San Diego CA
Elke W. Chenevey
CRD#: 1414197
3111 Camino Del Rio North, Suite 400, San Diego, CA 92108

Elke Chenevey (CRD# 1414197) is an Investment Advisor Representative working at Fsa Investment Group, LLC in San Diego, CA and has over 30 years of experience in the finance industry.

3
Johnathan Hosman, financial advisor Pensacola FL
Johnathan D. Hosman
CRD#: 5503718
212 South Alcaniz Street, Pensacola, FL 32502

Johnathan Hosman (CRD# 5503718) is an Investment Advisor Representative working at Fsa Investment Group, LLC in Pensacola, FL and has over 15 years of experience in the finance industry.

4
Daniel Kopack, financial advisor Gulf Breeze FL
Daniel Kopack
CRD#: 4703389
Gulf Breeze, FL

Daniel Kopack (CRD# 4703389) is an Investment Advisor Representative working at Fsa Investment Group, LLC in Gulf Breeze, FL and has over 24 years of experience in the finance industry.

5
Nancy Lowrey, financial advisor Pensacola FL
Nancy M. Lowrey
CRD#: 4143727
212 South Alcaniz Street, Pensacola, FL 32502

Nancy Lowrey (CRD# 4143727) is an Investment Advisor Representative working at Fsa Investment Group, LLC in Pensacola, FL and has over 23 years of experience in the finance industry.

6
Varene Martin, financial advisor San Diego CA
Varene Martin
CRD#: 2433978
San Diego, CA

Varene Martin (CRD# 2433978) is an Investment Advisor Representative working at Fsa Investment Group, LLC in San Diego, CA and has over 30 years of experience in the finance industry.

7
James Wells, financial advisor Pensacola FL
James R. Wells
CRD#: 6303185
212 South Alcaniz Street, Pensacola, FL 32502

James Wells (CRD# 6303185) is an Investment Advisor Representative working at Fsa Investment Group, LLC in Pensacola, FL and has over 10 years of experience in the finance industry.

8
James Webb, financial advisor Pensacola FL
James A. Webb
CRD#: 6058223
212 South Alcaniz Street, Pensacola, FL 32502

James Webb (CRD# 6058223) is an Investment Advisor Representative working at Fsa Investment Group, LLC in Pensacola, 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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