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
Personal Financial Planning LLC
By the Numbers
-
Total Assets Under Management42MILLION
-
Total Number of Accounts91ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, TX
Financial Advisors at Personal Financial Planning LLC
1
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.
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