Personal Financial Solutions, LLC
Personal Financial Solutions, LLC (CRD# 129095) is a financial advisory firm headquartered in Brielle, NJ. They manage $73,733,865 in 89 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management74MILLION
Total Number of Accounts89ACCOUNTS
Average Account Value$828,470
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kenneth Leblanc (CRD# 1837019) is an Investment Advisor Representative working at Personal Financial Solutions, LLC in Brielle, NJ and has over 14 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.