Livingston Financial Planning, Inc.
Livingston Financial Planning, Inc. (CRD# 128246) is a financial advisory firm headquartered in Santa Rosa Beach, FL. They manage $18,300,000 in 112 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts112ACCOUNTS
Average Account Value$163,393
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
George Livingston (CRD# 4763249) is an Investment Advisor Representative working at Livingston Financial Planning, Inc. in Santa Rosa Beach, FL and has over 15 years of experience in the finance industry. George Livingston 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.