The Retirement Planners, Usa, LLC

The Retirement Planners, Usa, LLC (CRD# 152870) is a financial advisory firm headquartered in Pensacola, FL. They manage $51,638,364 in 424 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    424
    ACCOUNTS
  • Average Account Value
    $121,789
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, FL, MO, TX

Financial Advisors at The Retirement Planners, Usa, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Danny G. Steele
CRD#: 1519534
8001 N 9th Ave, Pensacola, FL 32514

Danny Steele (CRD# 1519534) is an Investment Advisor Representative working at The Retirement Planners, Usa, LLC in Pensacola, FL and has over 14 years of experience in the finance industry.

2
John E. Steele
CRD#: 1159049
8001 N 9th Ave, Pensacola, FL 32514

John Steele (CRD# 1159049) is an Investment Advisor Representative working at The Retirement Planners, Usa, LLC in Pensacola, FL and has over 40 years of experience in the finance industry.

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