Brandon AbeCRD Number: 6436358
Current Firm: Planning Capital Management Corp.
Brandon Abe (CRD# 6436358) is an Investment Advisor Representative working at Planning Capital Management Corp. in Radnor, PA and has 1 year of experience in the finance industry. Brandon Abe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lpl Financial LLC
Affinity Wealth Management LLC
Raymond James Financial Services Advisors, Inc.
|Planning Capital Management Corp||Haddonfield, NJ||Jan 2015 - Current||8|
|Emoney Advisor||Conshohocken, PA||Jul 2011 - Dec 2015||4|
Total Assets Under Management269MILLIONS
Total Number of Accounts750ACCOUNTS
Average Account Value$359,163
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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