Southern Trust Financial Planning

Southern Trust Financial Planning (CRD# 131377) is a financial advisory firm headquartered in Sarasota, FL. They manage $145,689,934 in 621 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • Total Number of Accounts
    621
    ACCOUNTS
  • Average Account Value
    $234,605
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
  • Selection of other advisers (including private fund managers)
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.

CA, FL, IL, MD, MI, NH, NJ, NY, TX

Financial Advisors at Southern Trust Financial Planning
Showing 1 - 4 of 4 top financial advisors.
1
James P. Cooper
CRD#: 4232893
1943 Morrill St, Ste 1, Sarasota, FL 34236

James Cooper (CRD# 4232893) is an Investment Advisor Representative working at Southern Trust Financial Planning in Sarasota, FL and has over 20 years of experience in the finance industry.

2
Mark D. Generales
CRD#: 854190
Bonita Springs, FL 34135

Mark Generales (CRD# 854190) is an Investment Advisor Representative working at Southern Trust Financial Planning in Bonita Springs, FL and has over 25 years of experience in the finance industry.

3
Gregory L. Gionfriddo
CRD#: 5437309
1943 Morrill St Ste 1, Sarasota, FL 34236

Gregory Gionfriddo (CRD# 5437309) is an Investment Advisor Representative working at Southern Trust Financial Planning in Sarasota, FL and has over 13 years of experience in the finance industry.

4
Marc S. Wolff
CRD#: 2339538
1943 Morrill St, Ste 1, Sarasota, FL 34236

Marc Wolff (CRD# 2339538) is an Investment Advisor Representative working at Southern Trust Financial Planning in Sarasota, FL and has over 27 years of experience in the finance industry.

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