Safe Harbor Fiduciary, LLC

Safe Harbor Fiduciary, LLC (CRD# 169659) is a financial advisory firm headquartered in Pensacola, FL. They manage $112,549,397 in 462 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
700 South Palafox Street, Suite 300, Pensacola, FL 32502
https://retirementpeaceroadmap.org/
By the Numbers
  • Total Assets Under Management
    113
    MILLION
  • Total Number of Accounts
    462
    ACCOUNTS
  • Average Account Value
    $243,613
Compensation Options
  • A percentage of assets under your management
  • 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.

AL, FL, GA, TX

Financial Advisors at Safe Harbor Fiduciary, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Scott McCaghren, financial advisor Pensacola FL
Scott R. McCaghren
CRD#: 5801543
700 South Palafox Street, Suite 300, Pensacola, FL 32502

Scott McCaghren (CRD# 5801543) is an Investment Advisor Representative working at Safe Harbor Fiduciary, LLC in Pensacola, FL and has over 12 years of experience in the finance industry.

2
Howard Marshall, financial advisor Pensacola FL
Howard B. Marshall
CRD#: 2121441
700 South Palafox Street, Suite 300, Pensacola, FL 32502

Howard Marshall (CRD# 2121441) is an Investment Advisor Representative working at Safe Harbor Fiduciary, LLC in Pensacola, FL and has over 33 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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