Cpa Financial Planning, LLC
Cpa Financial Planning, LLC (CRD# 149778) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Mark Smith (CRD# 5650309) is an Investment Advisor Representative working at Cpa Financial Planning, LLC in Venice, FL and has over 8 years of experience in the finance industry.