Pension Planning Solutions, Inc.

Pension Planning Solutions, Inc. (CRD# 126393) is a financial advisory firm headquartered in Greensboro, NC. They manage $209,850,846 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Pension Planning Solutions, Inc.
Showing 1 - 1 of 1 top financial advisors.
Michael Quinlivan
CRD#: 1001618
301 South Elm Street, Suite 1008, Greensboro, NC 27401

Michael Quinlivan (CRD# 1001618) is an Investment Advisor Representative working at Pension Planning Solutions, Inc. in Greensboro, NC and has over 39 years of experience in the finance industry.

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