Financial Affairs Advisory, Inc.
Financial Affairs Advisory, Inc. (CRD# 112121) is a financial advisory firm headquartered in Green Bay, WI. They manage $10,000,000 in 80 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts80ACCOUNTS
Average Account Value$125,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Market timing services
Pravin Shah (CRD# 419646) is an Investment Advisor Representative working at Financial Affairs Advisory, Inc. in Green Bay, WI and has over 28 years of experience in the finance industry. Pravin Shah has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Pravin Shah (CRD# 1311701) is an Investment Advisor Representative working at Financial Affairs Advisory, Inc. in Green Bay, WI and has over 32 years of experience in the finance industry.