Be advised. This firm is no longer registered.

Carbone Personal Financial Planning Services

Carbone Personal Financial Planning Services (CRD# 155661) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Carbone Personal Financial Planning Services
Showing 1 - 1 of 1 top financial advisors.
James Carbone
CRD#: 5870332
Virginia Beach, VA

James Carbone (CRD# 5870332) is an Investment Advisor Representative working at Carbone Personal Financial Planning Services in Virginia Beach, VA and has over 7 years of experience in the finance industry. James Carbone 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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