Personal Business Management Services, LLC

Personal Business Management Services, LLC (CRD# 112666) is a financial advisory firm headquartered in , . They manage $7,324,148 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.flfinancialplanner.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $406,897
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

FL

Financial Advisors at Personal Business Management Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Helen Simon, financial advisor Oakland Park FL
Helen K. Simon
CRD#: 1360997
Oakland Park, FL
90
Wealthminder
score

Helen Simon (CRD# 1360997) is an Investment Advisor Representative working at Personal Business Management Services, LLC in Oakland Park, FL and has 1 year of experience in the finance industry. Helen Simon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John Hoyes, financial advisor Oakland Park FL
John S. Hoyes
CRD#: 6301274
Oakland Park, FL
89
Wealthminder
score

John Hoyes (CRD# 6301274) is an Investment Advisor Representative working at Personal Business Management Services, LLC in Oakland Park, FL and has over 3 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.

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