Paul Schnitman, financial advisor Abilene TX

Paul Schnitman

CRD Number: 703477
Current Firm: Plan Ahead Financial Management, Inc.

Paul Schnitman (CRD# 703477) is an Investment Advisor Representative working at Plan Ahead Financial Management, Inc. in Abilene, TX and has over 34 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Plan Ahead Financial Management, Inc. (formerly Plan Ahead, Inc) Abilene, TX Mar 1992 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1988
Contact Info for Paul R. Schnitman
Phone Number: 325-672-7212
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    51
    MILLIONS
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $746,576
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

TX

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