Livingston Financial Planning, Inc.
Livingston Financial Planning, Inc. (CRD# 128246) is a financial advisory firm headquartered in Santa Rosa Beach, FL. They manage $7,952,335 in 35 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management8MILLION
-
Total Number of Accounts35ACCOUNTS
-
Average Account Value$227,210
Compensation Options
- 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, GA
Financial Advisors at Livingston Financial Planning, Inc.
1
George M. Livingston
CRD#:
4763249
2050 West County Road, M -1,suite 230,
Santa Rosa Beach,
FL
32459
George Livingston (CRD# 4763249) is an Investment Advisor Representative working at Livingston Financial Planning, Inc. in Santa Rosa Beach, FL and has over 21 years of experience in the finance industry.
2
James Livingston (CRD# 4770628) is an Investment Advisor Representative working at Livingston Financial Planning, Inc. in Atlanta, GA and has 1 year of experience in the finance industry.
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