Comprehensive Financial Planning Inc.

Comprehensive Financial Planning Inc. (CRD# 109772) is a financial advisory firm headquartered in , . They manage $95,728,464 in 109 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $878,243
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

GA, LA

Financial Advisors at Comprehensive Financial Planning Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Raymond Howe, financial advisor Dacula GA
Raymond L. Howe
CRD#: 4341477
Dacula, GA

Raymond Howe (CRD# 4341477) is an Investment Advisor Representative working at Comprehensive Financial Planning Inc. in Dacula, GA 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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