Pension Planning Solutions, Inc.

Pension Planning Solutions, Inc. (CRD# 126393) is a financial advisory firm headquartered in Greensboro, NC. They manage $133,819,428 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
301 South Elm Street, Suite 1008, Greensboro, NC 27401
http://www.pensionplanningsolutions.com
By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $5,818,236
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
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Pension Planning Solutions, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Michael Quinlivan, financial advisor Greensboro NC
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 42 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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