Faulkner Financial Planning, LLC

Faulkner Financial Planning, LLC (CRD# 166337) is a financial advisory firm headquartered in Cameron Park, CA. They manage $7,537,770 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $628,148
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Faulkner Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kathleen M. Faulkner
CRD#: 2764332
4120 Cameron Park Drive, Suite 403, Cameron Park, CA 95682

Kathleen Faulkner (CRD# 2764332) is an Investment Advisor Representative working at Faulkner Financial Planning, LLC in Cameron Park, CA and has over 27 years of experience in the finance industry.

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