Dennis Gelfand, financial advisor West Palm Beach FL

Dennis Gelfand

CRD Number: 6239800
Current Firm: Plan Ahead Advisors

Dennis Gelfand (CRD# 6239800) is an Investment Advisor Representative working at Plan Ahead Advisors in West Palm Beach, FL and has 1 year of experience in the finance industry. Dennis Gelfand 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.

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Professional Designations
Company Name Location Dates Years
Plan Ahead Advisors West Palm Beach, FL May 2013 - Current 10
Hough, Gelfand & Associates West Palm Beach, FL Dec 2003 - Current 20

Dennis Gelfand has no recent exams reported.
Contact Info for Dennis S. Gelfand
Phone Number: 561-686-2252
Registered State(s):
  • FL
Current Firm Details
Plan Ahead Advisors
Firm's CRD Number: 168685
By the Numbers
  • Total Assets Under Management
    8
    MILLIONS
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $582,726
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL

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