Financial Planning Associates

Financial Planning Associates (CRD# 317454) is a financial advisory firm headquartered in Aptos, CA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
335 Spreckels Drive, Suite A, Aptos, CA 95003
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • 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 Financial Planning Associates
Showing 1 - 1 of 1 top financial advisors.
1
Daniel McCourt, financial advisor Aptos CA
Daniel I. McCourt
CRD#: 1336258
335 Spreckels Drive, Suite A, Aptos, CA 95003

Daniel McCourt (CRD# 1336258) is an Investment Advisor Representative working at Financial Planning Associates in Aptos, CA and has over 34 years 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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