Life Planning Agency, Inc.
Life Planning Agency, Inc. (CRD# 119967) is a financial advisory firm headquartered in , . They manage $3,957,485 in 20 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Life Planning Agency, Inc.
By the Numbers
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Total Assets Under Management4MILLION
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Total Number of Accounts20ACCOUNTS
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Average Account Value$197,874
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Life Planning Agency, Inc.
1
Gina Giannou (CRD# 7385066) is an Investment Advisor Representative working at Life Planning Agency, Inc. in Dix Hills, NY and has over 4 years of experience in the finance industry.
2
Ronald Seroda (CRD# 4644215) is an Investment Advisor Representative working at Life Planning Agency, Inc. in Dix Hills, NY and has over 20 years of experience in the finance industry.
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