Fsa Investment Group, LLC

Fsa Investment Group, LLC (CRD# 163641) is a financial advisory firm headquartered in Atmore, AL. They manage $584,517,135 in 120 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    585
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $4,870,976
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 - 6 of 6 top financial advisors.
1
Daniel Kopack
CRD#: 4703389
Gulf Breeze, FL
96
Wealthminder
score

Daniel Kopack (CRD# 4703389) is an Investment Advisor Representative working at Fsa Investment Group, LLC in Gulf Breeze, FL and has over 18 years of experience in the finance industry. Daniel Kopack has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Johnathan D. Hosman
CRD#: 5503718
110 Brookwood Road, Atmore, AL 36502
93
Wealthminder
score

Johnathan Hosman (CRD# 5503718) is an Investment Advisor Representative working at Fsa Investment Group, LLC in Atmore, AL and has over 9 years of experience in the finance industry.

3
Erin T. Hynek
CRD#: 2471644
110 Brookwood Road, Atmore, AL 36502
93
Wealthminder
score

Erin Hynek (CRD# 2471644) is an Investment Advisor Representative working at Fsa Investment Group, LLC in Atmore, AL and has over 22 years of experience in the finance industry.

4
Nancy M. Lowrey
CRD#: 4143727
110 Brookwood Road, Atmore, AL 36502
93
Wealthminder
score

Nancy Lowrey (CRD# 4143727) is an Investment Advisor Representative working at Fsa Investment Group, LLC in Atmore, AL and has over 17 years of experience in the finance industry.

5
Varene Martin
CRD#: 2433978
San Diego, CA
93
Wealthminder
score

Varene Martin (CRD# 2433978) is an Investment Advisor Representative working at Fsa Investment Group, LLC in San Diego, CA and has over 23 years of experience in the finance industry.

6
James R. Wells
CRD#: 6303185
110 Brookwood Road, Atmore, AL 36502
89
Wealthminder
score

James Wells (CRD# 6303185) is an Investment Advisor Representative working at Fsa Investment Group, LLC in Atmore, AL and has over 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.