Southeastern Financial Planning, LLC
Southeastern Financial Planning, LLC (CRD# 178531) is a financial advisory firm headquartered in Pensacola, FL. They manage $6,253,256 in 4 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Southeastern Financial Planning, LLC
By the Numbers
-
Total Assets Under Management6MILLION
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Total Number of Accounts4ACCOUNTS
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Average Account Value$1,563,314
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, SC
Financial Advisors at Southeastern Financial Planning, LLC
1
Ellison Pennewill (CRD# 4032874) is an Investment Advisor Representative working at Southeastern Financial Planning, LLC in Pensacola, FL and has over 23 years of experience in the finance industry.
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