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).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $172,071
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
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, FL, LA

Financial Advisors at Money Professionals, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Donna K. Jordan
CRD#: 1248379
625 East Romana Street, Pensacola, FL 32502
70
Wealthminder
score

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.

2
Tripp C. Hale
CRD#: 4478068
625 East Romana Street, Pensacola, FL 32502
66
Wealthminder
score

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.

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