Advanced Planning, Inc.

Advanced Planning, Inc. (CRD# 158753) is a financial advisory firm headquartered in Greenville, SC. They manage $35,428,970 in 331 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1520 E. North Street, Greenville, SC 29607
https://www.linkedin.com/in/dan-carson-678698a/
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    331
    ACCOUNTS
  • Average Account Value
    $107,036
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Advanced Planning, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Carroll Carson, financial advisor Greenville SC
Carroll D. Carson
CRD#: 1887604
1520 E. North Street, Greenville, SC 29607

Carroll Carson (CRD# 1887604) is an Investment Advisor Representative working at Advanced Planning, Inc. in Greenville, SC and has over 35 years of experience in the finance industry.

2
Joseph Grim, financial advisor Greenville SC
Joseph M. Grim
CRD#: 5545016
1520 E. North Street, Greenville, SC 29607

Joseph Grim (CRD# 5545016) is an Investment Advisor Representative working at Advanced Planning, Inc. in Greenville, SC and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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