Partners In Financial Planning, LLC

Partners In Financial Planning, LLC (CRD# 151980) is a financial advisory firm headquartered in Salem, VA. They manage $708,509,779 in 2,163 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
421 South College Avenue, Salem, VA 24153
https://www.youtube.com/channel/uc4gdbqqpnze06kpaptrjpha
By the Numbers
  • Total Assets Under Management
    709
    MILLION
  • Total Number of Accounts
    2,163
    ACCOUNTS
  • Average Account Value
    $327,559
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.

CO, FL, GA, LA, NC, NE, SC, TX, VA, WV

Financial Advisors at Partners In Financial Planning, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Stephen Bain, financial advisor Salem VA
Stephen C. Bain
CRD#: 5811237
421 South College Avenue, Salem, VA 24153

Stephen Bain (CRD# 5811237) is an Investment Advisor Representative working at Partners In Financial Planning, LLC in Salem, VA and has 1 year of experience in the finance industry.

2
Christopher Bishop, financial advisor Salem VA
Christopher W. Bishop
CRD#: 6588392
421 South College Avenue, Salem, VA 24153

Christopher Bishop (CRD# 6588392) is an Investment Advisor Representative working at Partners In Financial Planning, LLC in Salem, VA and has over 8 years of experience in the finance industry.

3
Richard Bryan, financial advisor Salem VA
Richard K. Bryan
CRD#: 4031082
421 South College Avenue, Salem, VA 24153

Richard Bryan (CRD# 4031082) is an Investment Advisor Representative working at Partners In Financial Planning, LLC in Salem, VA and has over 24 years of experience in the finance industry.

4
Todd Dalton, financial advisor Salem VA
Todd D. Dalton
CRD#: 5711808
421 South College Avenue, Salem, VA 24153

Todd Dalton (CRD# 5711808) is an Investment Advisor Representative working at Partners In Financial Planning, LLC in Salem, VA and has over 14 years of experience in the finance industry.

5
James Pearman, financial advisor Salem VA
James E. Pearman
CRD#: 2134909
421 South College Avenue, Salem, VA 24153

James Pearman (CRD# 2134909) is an Investment Advisor Representative working at Partners In Financial Planning, LLC in Salem, VA and has over 33 years of experience in the finance industry.

6
Pamela Poldiak, financial advisor Salem VA
Pamela D. Poldiak
CRD#: 4585013
421 South College Avenue, Salem, VA 24153

Pamela Poldiak (CRD# 4585013) is an Investment Advisor Representative working at Partners In Financial Planning, LLC in Salem, VA and has 1 year of experience in the finance industry.

7
Sethalan Carter, financial advisor Salem VA
Sethalan Carter
CRD#: 7694364
421 South College Avenue, Salem, VA 24153

Sethalan Carter (CRD# 7694364) is an Investment Advisor Representative working at Partners In Financial Planning, LLC in Salem, VA and has 1 year 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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