Matthew
Durham
Fsa Investment Group, LLC
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About this Advisor
Matthew Durham is a financial advisor based in Pensacola, Florida, working with Fsa Investment Group, LLC. Matthew has previously worked at Regions Bank, Cetera Investment Services LLC, Synovus Bank, Fsa - Investment Group, and Fsa Investment Group, LLC. Matthew has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Matthew is part of Fsa Investment Group, LLC, which operates out of Pensacola, Florida. The firm has 7 offices and 13 employees. Fsa Investment Group, LLC manages assets totaling $709.5 million and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning, portfolio management for individuals, small businesses, and institutional clients, pension consulting, selection of other advisers, educational seminars, and other services. Fsa Investment Group, LLC offers asset-based and fixed fee structures.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fsa Investment Group, LLC Brokerage Details
$709,511,444
13
152
$4,667,838
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Matthew Durham Work History
Fsa - Investment Group
Fsa Investment Group, LLC
Cetera Investment Services LLC
Synovus Bank
Regions Bank
Disclosures
Please visit the SEC profile of Matthew Durham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fsa Investment Group, LLC
Pensacola, FL
Pensacola, FL
Pensacola, FL
Pensacola, FL
Gulf Breeze, FL
Seattle, WA
Pensacola, FL
Pensacola, FL
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