Plan Confidence Corporation

Plan Confidence Corporation (CRD# 283781) is a financial advisory firm headquartered in Sarasota, FL. They manage $31,000 in 1 accounts and serve the financial needs of clients across 26 states (or territories).

Current Firm Details
1900 Main Street, Suite 308, Sarasota, FL 34236
http://www.planconfidence.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $31,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, MA, MI, MN, MO, NC, NJ, NY, OH, OK, PA, TN, TX, VA, WA, WI

Financial Advisors at Plan Confidence Corporation
Showing 1 - 1 of 1 top financial advisors.
1
Kevin Clark, financial advisor Sarasota FL
Kevin T. Clark
CRD#: 2973609
1900 Main Street, Suite 308, Sarasota, FL 34236

Kevin Clark (CRD# 2973609) is an Investment Advisor Representative working at Plan Confidence Corporation in Sarasota, FL and has over 26 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.

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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