Livingston Financial Planning, Inc.

Livingston Financial Planning, Inc. (CRD# 128246) is a financial advisory firm headquartered in Santa Rosa Beach, FL. They manage $7,952,335 in 35 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $227,210
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA

Financial Advisors at Livingston Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
George M. Livingston
CRD#: 4763249
2050 West County Road, M -1,suite 230, Santa Rosa Beach, FL 32459

George Livingston (CRD# 4763249) is an Investment Advisor Representative working at Livingston Financial Planning, Inc. in Santa Rosa Beach, FL and has over 21 years of experience in the finance industry.

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