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- Pensacola, FL
Wealthminder helps to connect individuals seeking financial advice with licensed financial advisors in Pensacola, FL. Whether you are seeking help with financial planning, retirement planning, investment management, tax planning, or another area, Wealthminder can help you to find and connect with the right financial advisor for you. Use the filters below to search for financial advisors by location, compensation method, or financial industry designation. When you find an advisor with whom you would like to speak, click the blue contact button to connect with them.
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- Only Pensacola, FL
- Metro area 10 miles
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COMPENSATION Either
- Fee Only
- Commission Only
- Either
DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
1
Alicia K. Ahern
CRD#:1672337
Ameriprise Financial Services, LLC
125 W Romana St, Ste 300,Pensacola,FL32502
Alicia Ahern (CRD# 1672337) is an Investment Advisor Representative working atAmeriprise Financial Services, LLC in Pensacola, FL and has over 29 yearsof experience in the finance industry.
2
Brett J. Akers
CRD#:5194535
Fsa Investment Group, LLC
212 South Alcaniz Street,Pensacola,FL32502
Brett Akers (CRD# 5194535) is an Investment Advisor Representative working atFsa Investment Group, LLC in Pensacola, FL and has over 17 yearsof experience in the finance industry.
3
Nafees Alam
CRD#:5739032
4309 Spanish Trail,Pensacola,FL32504
Nafees Alam (CRD# 5739032) is an Investment Advisor Representative working atFamilywealth in Pensacola, FL and has over 6 yearsof experience in the finance industry.
4
Robert A. Alft
CRD#:2713051
Wells Fargo Advisors Financial Network, LLC
730 Bayfront Parkway, Ste 5b,Pensacola,FL32502
Robert Alft (CRD# 2713051) is an Investment Advisor Representative working atWells Fargo Advisors Financial Network, LLC in Pensacola, FL and has over 25 yearsof experience in the finance industry.
5
Edgar L. Allison
CRD#:1054676
Osaic Wealth, Inc.
6108 Village Oaks Dr,Pensacola,FL32504
Edgar Allison (CRD# 1054676) is an Investment Advisor Representative working atOsaic Wealth, Inc. in Pensacola, FL and has over 40 yearsof experience in the finance industry.
6
Nathan T. Babb
CRD#:6215590
Wells Fargo Advisors Financial Network, LLC
316 S Baylen St, Ste 509 5th Fl,Pensacola,FL32502
Nathan Babb (CRD# 6215590) is an Investment Advisor Representative working atWells Fargo Advisors Financial Network, LLC in Pensacola, FL and has over 10 yearsof experience in the finance industry.
7
Michael P. Baggett
CRD#:1249469
Morgan Stanley
850 South Palafox Street, Suite 200,Pensacola,FL32502
Michael Baggett (CRD# 1249469) is an Investment Advisor Representative working atMorgan Stanley in Pensacola, FL and has over 39 yearsof experience in the finance industry.
8
James A. Barnes
CRD#:6164863
Navy Federal Investment Services, LLC
5550 Heritage Oaks Drive,Pensacola,FL32526
James Barnes (CRD# 6164863) is an Investment Advisor Representative working atNavy Federal Investment Services, LLC in Pensacola, FL and has over 9 yearsof experience in the finance industry.James Barnes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
9
Shawn E. Bergstrom
CRD#:6436163
Edward Jones
2930 Langley Ave Suite A,Pensacola,FL32504
Shawn Bergstrom (CRD# 6436163) is an Investment Advisor Representative working atEdward Jones in Pensacola, FL and has over 7 yearsof experience in the finance industry.
10
Thomas M. Bizzell
CRD#:5197544
Bng Financial Services,inc.
3250 W. Navy Blvd.,Pensacola,FL32505
Thomas Bizzell (CRD# 5197544) is an Investment Advisor Representative working atBng Financial Services,inc. in Pensacola, FL and has 1 yearof experience in the finance industry.
There are 218 licensed financial advisors in Pensacola, FL with an average of 16 years industry experience. Of these, 4 hold the Chartered Financial Analyst (CFA) designation, and 19 hold the Certified Financial Planner (CFP) designation.
There are 10 financial advisor firms headquartered in Pensacola, FL with approximately 1,301 million in assets under management.
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Advisor Experience
A chart displaying advisor experience in years.
Largest Financial Advisor Firms by Assets in Pensacola, FL
Firm
Total Assets Under Management
Fsa Investment Group, LLC
$508,545,847
Saltmarsh Financial Advisors, LLC
$247,414,000
Armada Advisors
$145,137,171
Kingsman Wealth Management
$120,156,953
Safe Harbor Fiduciary, LLC
$112,549,397
Largest Firms by Number of Advisors in Pensacola, FL
Firm
Total Advisors
29
Edward Jones
19
Navy Federal Investment Services, LLC
16
14
Ameriprise Financial Services, LLC
11
Before you hire a financial advisor
Some things to think about when hiring a financial advisor in Pensacola, FL
When do you need to hire a financial advisor in Pensacola, FL ?
There are no legal requirements in Pensacola requiring individuals to use a financial advisor. However, that doesn't mean it isn't a good idea. The decision to hire a financial advisor or not ultimately comes down to three primary criteria: expertise, time and money.
Managing all aspects of your finances is far from simple. Top financial advisors spend years studying and passing exams to become experts at their craft, and while not required, be on the look-out for certain designations like CFP, CFA and ChFC when considering advisors. They let you know that an independent authority has validated the advisor's expertise in the areas covered by the certification.
Managing your finances is time-consuming. You should consider carefully whether this is where you want to spend your free time. If not, Wealthminder can help you easily find a Pensacola, FL financial advisor to meet your needs.
Hiring a financial advisor is not free. However, a great financial advisor should be able to articulate the value you will receive from their services and should over the long run pay for their fees many times over. Spend some time thinking about the long-term cost of not hiring an advisor instead of only looking at the short-term costs / fees.
How important is licensing for financial advisors in Florida ?
Financial advisors in Pensacola, FL are required to register with the SEC, the state or both. Wealthminder's directory only contains advisors who are properly registered as Independent Advisor Representatives (IARs) and this information is updated on a periodic basis.
The rules for becoming an IAR vary by state, but advisors have to pass some combination of the following 3 exams before they can register: Series 63, Series 65 and Series 66.
Never hire an advisor who isn't properly registered with the regulators as they are not legally allowed to provide financial advice.
Wealthminder also keeps track of complaints people register with the regulators and you can find this information on every advisor's page.
You should get several bids before hiring a financial advisor
Before hiring a Pensacola, FL financial advisor, be sure to get at least 3 detailed proposals. Quality financial advisors will take the time to explain their proposal, detailing both what they will do for you and how you will be charged. Be wary of an abnormally low proposal, they are not worth the risk. These underpriced proposals often come with hidden fees or sub-par advice. Choose an advisor you trust and can clearly communicate with. Wealthminder has made the proposal process extremely simple (and free). Just click here to get started.
Why you should hire an advisor through Wealthminder?
Wealthminder is here to make the process simple and transparent for you. You take a few minutes of your time to describe what you want help with. We then pass your request on to the advisors in our network. If they are interested in your business, they will respond with an initial proposal. You then compare the proposals, ask follow-up questions, hold an initial consultation with the advisors whose proposals you like and ultimately hire the one that best meets your needs.
To participate in the proposal process, advisors must be legal fiduciaries (this means they have to look out for your best interest), agree to submit fee-only proposals (no kick-backs on the investment products they recommend) with the exception of insurance (because insurance can currently only be sold on commission) and have no black-marks with the regulators.
Financial recourse when hiring an advisor in Florida
Florida does offer recourse to investors if a relationship with an advisor goes wrong. Each state has a different means for filing a complaint and a simple google search should point you in the right direction.
In addition, you can also file a complaint with the SEC or FINRA.
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