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).
Current Firm Details
The Retirement Planners, Usa, LLC
By the Numbers
-
Total Assets Under Management52MILLION
-
Total Number of Accounts424ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, FL, MO, TX
Financial Advisors at The Retirement Planners, Usa, LLC
1
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 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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