Guernsey Financial, LLC

Guernsey Financial, LLC (CRD# 299037) is a financial advisory firm headquartered in Pensacola, FL. They manage $75,095,830 in 393 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
6704 Plantation Rd Suite A, Pensacola, FL 32504
https://www.guernseyfinancial.com/
By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    393
    ACCOUNTS
  • Average Account Value
    $191,084
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning 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, FL, NC, TX

Financial Advisors at Guernsey Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Douglas Guernsey, financial advisor Pensacola FL
Douglas K. Guernsey
CRD#: 2922887
6704 Plantation Rd Suite A, Pensacola, FL 32504

Douglas Guernsey (CRD# 2922887) is an Investment Advisor Representative working at Guernsey Financial, LLC in Pensacola, FL and has over 18 years of experience in the finance industry.

2
Elwyn Guernsey, financial advisor Pensacola FL
Elwyn D. Guernsey
CRD#: 1487320
6704 Plantation Rd Suite A, Pensacola, FL 32504

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.

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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