Personal Financial Planning LLC

Personal Financial Planning LLC (CRD# 118533) is a financial advisory firm headquartered in Mobile, AL. They manage $41,947,566 in 91 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3510 Montlimar Plaza Drive, Suite 200, Mobile, AL 36609
https://personalfinplan.com
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $460,962
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.

AL, TX

Financial Advisors at Personal Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sheila Borroni, financial advisor Mobile AL
Sheila D. Borroni
CRD#: 6919471
3510 Montlimar Plaza Drive, Suite 200, Mobile, AL 36609

Sheila Borroni (CRD# 6919471) is an Investment Advisor Representative working at Personal Financial Planning LLC in Mobile, AL 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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