AS
AS

Anna Elizabeth Schoor

18 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
111 advisors
Number of Clients
9,250 clients
Average Client Portfolio
$267K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$100K
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Location

3 W Garden St, Pensacola, FL, 32502

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Anna works as a registered sales associate for Eudaimonia Advisors, LLC d/b/a Brewer Wealth Management, an RIA business, since 2020. This is a full-time commitment, with most of her time spent on client services, customer relations, trading, and account servicing.

Employment History
Current Registrations
Kingswood Wealth Advisors, LLC
December 2024 - Present · 1 yr 2 mos
Kingswood Capital Partners, LLC
November 2024 - Present · 1 yr 3 mos
Kingswood Capital Partners, LLCBroker
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2020 - October 2024 · 3 yrs 11 mos
Eudaimonia Advisors LLC
March 2020 - January 2025 · 4 yrs 10 mos
Raymond James & Associates, INC.
February 2013 - February 2020 · 7 yrs
Raymond James & Associates, INC.Broker
February 2013 - February 2020 · 7 yrs
Morgan Keegan & Company, INC.
March 2008 - February 2013 · 4 yrs 11 mos
Morgan Keegan & Company, INC.Broker
September 2007 - February 2013 · 5 yrs 5 mos
State Registrations2 states
ALFL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.