Capital And Planning, LLC
Capital And Planning, LLC (CRD# 321104) is a financial advisory firm headquartered in Jonesboro, GA. They manage $135,220,136 in 676 accounts and serve the financial needs of clients across 9 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management135MILLION
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Total Number of Accounts676ACCOUNTS
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Average Account Value$200,030
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- 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.
AL, CA, FL, GA, LA, NC, NE, SC, TX
Financial Advisors at Capital And Planning, LLC
1
Michael Edmondson (CRD# 2552747) is an Investment Advisor Representative working at Capital And Planning, LLC in Jonesboro, GA and has over 29 years of experience in the finance industry.
2
Justin Florence (CRD# 4370448) is an Investment Advisor Representative working at Capital And Planning, LLC in Jonesboro, GA and has over 22 years of experience in the finance industry.
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