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Caleb Douglas Guernsey

Guernsey Financial, LLC

Pensacola, FL

CRD 6687768

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Employer firm

Guernsey Financial, LLC CRD 299037

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • PORTFOLIO ANALYSIS (MRI) SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Guernsey Financial, Llc

6704 Plantation Rd Suite A, Pensacola, FL 32504 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-25
  • FL RA
    APPROVED
    Since 2026-08-25

Branch Locations

6704 Plantation Rd Suite A, Pensacola, FL 32504 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Olive Baptist Church Pensacola FL 03/2017 10/2018
Education Pensacola FL 08/2010 05/2019
Guernsey Financial, Llc Pensacola FL 03/2018 Present
Student Pensacola FL 05/2015 05/2019
Guernsey Financial, Llc Pensacola FL 06/2025 Present
  • 03/2017 → 10/2018
    Olive Baptist Church
    Pensacola, FL
  • 08/2010 → 05/2019
    Education
    Pensacola, FL
  • 03/2018 → Present
    Pensacola, FL
  • 05/2015 → 05/2019
    Student
    Pensacola, FL
  • 06/2025 → Present
    Pensacola, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-12
  • S65 Uniform Investment Adviser Law Examination
    2026-08-12
Other Names
  • Caleb D Guernsey

View on SEC IAPD

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