Personal Financial Solutions, LLC

Personal Financial Solutions, LLC (CRD# 129095) is a financial advisory firm headquartered in , . They manage $66,594,365 in 83 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $802,342
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

NJ

Financial Advisors at Personal Financial Solutions, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kenneth P. Leblanc
CRD#: 1837019
Brielle, NJ
96
Wealthminder
score

Kenneth Leblanc (CRD# 1837019) is an Investment Advisor Representative working at Personal Financial Solutions, LLC in Brielle, NJ and has over 13 years of experience in the finance industry. Kenneth Leblanc 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.