Frisco Financial Planning

Frisco Financial Planning (CRD# 132585) is a financial advisory firm headquartered in , . They manage $99,004,304 in 183 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/ffplan/
By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    183
    ACCOUNTS
  • Average Account Value
    $541,007
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Frisco Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
John Gay, financial advisor Frisco TX
John C. Gay
CRD#: 2778797
Frisco, TX

John Gay (CRD# 2778797) is an Investment Advisor Representative working at Frisco Financial Planning in Frisco, TX and has over 27 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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