Comprehensive Financial Planning Inc.
Comprehensive Financial Planning Inc. (CRD# 109822) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $115,032,697 in 402 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management115MILLION
Total Number of Accounts402ACCOUNTS
Average Account Value$286,151
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Evans (CRD# 1060172) is an Investment Advisor Representative working at Comprehensive Financial Planning Inc. in Oklahoma City, OK and has over 33 years of experience in the finance industry. David Evans 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.