Envision Planning, LLC

Envision Planning, LLC (CRD# 321791) is a financial advisory firm headquartered in , . They manage $4,079,613 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.envisionplanning.net
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $226,645
Compensation Options
  • A percentage of assets under your management
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.

NC

Financial Advisors at Envision Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Lenward Jones, financial advisor Hendersonville NC
Lenward W. Jones
CRD#: 7555147
Hendersonville, NC

Lenward Jones (CRD# 7555147) is an Investment Advisor Representative working at Envision Planning, LLC in Hendersonville, NC and has 1 year 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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