Financial Planning Concepts Of America, Inc.

Financial Planning Concepts Of America, Inc. (CRD# 126411) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $125,677,350 in 254 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
340 Columbia Turnpike, Suite 108, West Palm Beach, FL 33409
http://www.fpcamerica.com
By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    254
    ACCOUNTS
  • Average Account Value
    $494,793
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, NY

Financial Advisors at Financial Planning Concepts Of America, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Marchese, financial advisor West Palm Beach FL
Joseph R. Marchese
CRD#: 1581329
340 Columbia Turnpike, Suite 108, West Palm Beach, FL 33409

Joseph Marchese (CRD# 1581329) is an Investment Advisor Representative working at Financial Planning Concepts Of America, Inc. in West Palm Beach, FL and has over 37 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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