Money Professionals, LLC
Money Professionals, LLC (CRD# 132080) is a financial advisory firm headquartered in Pensacola, FL. They manage $42,157,343 in 245 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management42MILLION
Total Number of Accounts245ACCOUNTS
Average Account Value$172,071
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, FL, LA
Donna Jordan (CRD# 1248379) is an Investment Advisor Representative working at Money Professionals, LLC in Pensacola, FL and has 1 year of experience in the finance industry. Donna Jordan 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.
Tripp Hale (CRD# 4478068) is an Investment Advisor Representative working at Money Professionals, LLC in Pensacola, FL and has over 9 years of experience in the finance industry.