Contemporary Financial Planning

Contemporary Financial Planning (CRD# 314869) is a financial advisory firm headquartered in Jacksonville, FL. They manage $25,973,028 in 107 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4651 Salisbury Road, Suite 130, Jacksonville, FL 32256
https://www.facebook.com/groups/341569156974716
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $242,739
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Contemporary Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Deanna Brown, financial advisor Jacksonville FL
Deanna A. Brown
CRD#: 4268868
4651 Salisbury Road, Suite 130, Jacksonville, FL 32256

Deanna Brown (CRD# 4268868) is an Investment Advisor Representative working at Contemporary Financial Planning in Jacksonville, FL and has over 23 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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