Discover Financial Planning

Discover Financial Planning (CRD# 140742) is a financial advisory firm headquartered in , . They manage $1,500,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $1,500,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

AL

Financial Advisors at Discover Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Alan G. Markell
CRD#: 5054669
Huntsville, AL
93
Wealthminder
score

Alan Markell (CRD# 5054669) is an Investment Advisor Representative working at Discover Financial Planning in Huntsville, AL and has over 11 years of experience in the finance industry.

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