Financial Planning Consultants, LLC

Financial Planning Consultants, LLC (CRD# 118547) is a financial advisory firm headquartered in San Jose, CA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
333 West Santa Clara, Suite 800, San Jose, CA 95113
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • 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 Consultants, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Edward Davis, financial advisor San Jose CA
Edward A. Davis
CRD#: 4490103
333 W Santa Clara Street, Ste 830, San Jose, CA 95113

Edward Davis (CRD# 4490103) is an Investment Advisor Representative working at Financial Planning Consultants, LLC in San Jose, CA and has over 14 years of experience in the finance industry.

2
Marc Parkinson, financial advisor San Jose CA
Marc G. Parkinson
CRD#: 4490099
333 West Santa Clara, Suite 800, San Jose, CA 95113

Marc Parkinson (CRD# 4490099) is an Investment Advisor Representative working at Financial Planning Consultants, LLC in San Jose, CA and has over 18 years of experience in the finance industry.

3
John Kawamoto, financial advisor San Jose CA
John R. Kawamoto
CRD#: 4719957
333 West Santa Clara, Suite 800, San Jose, CA 95113

John Kawamoto (CRD# 4719957) is an Investment Advisor Representative working at Financial Planning Consultants, LLC in San Jose, CA and has over 14 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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