Advisorplanner, LLC

Advisorplanner, LLC (CRD# 282944) is a financial advisory firm headquartered in , . They manage $3,850,000 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/johndonovan
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $183,333
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
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Advisorplanner, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Donovan, financial advisor Saint Petersburg FL
John P. Donovan
CRD#: 1173153
Saint Petersburg, FL

John Donovan (CRD# 1173153) is an Investment Advisor Representative working at Advisorplanner, LLC in Saint Petersburg, FL and has over 38 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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