Professional Financial Planning
Professional Financial Planning (CRD# 125806) is a financial advisory firm headquartered in , . They manage $8,501,045 in 97 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Professional Financial Planning
By the Numbers
-
Total Assets Under Management9MILLION
-
Total Number of Accounts97ACCOUNTS
-
Average Account Value$87,640
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NV
Financial Advisors at Professional Financial Planning
1
Douglas Lundgren (CRD# 816574) is an Investment Advisor Representative working at Professional Financial Planning in Verdi, NV and has over 35 years of experience in the finance industry.
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