Financial Planning Services

Financial Planning Services (CRD# 114822) is a financial advisory firm headquartered in The Woodlands, TX. They manage $79,000,000 in 60 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2002 Timberloch Pl., Ste. 200, The Woodlands, TX 77380
http://stephengrayfp.com
By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $1,316,667
Compensation Options
  • A percentage of assets under your management
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.

TX

Financial Advisors at Financial Planning Services
Showing 1 - 1 of 1 top financial advisors.
1
Stephen Gray, financial advisor The Woodlands TX
Stephen L. Gray
CRD#: 1599415
2002 Timberloch Pl., Ste. 200, The Woodlands, TX 77380

Stephen Gray (CRD# 1599415) is an Investment Advisor Representative working at Financial Planning Services in The Woodlands, TX and has over 26 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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