Plan For Your Goals, LLC

Plan For Your Goals, LLC (CRD# 320683) is a financial advisory firm headquartered in , . They manage $5,621,627 in 180 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.linkedin.com/in/david-roberts-planforyourgoals/
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $31,231
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.

FL, LA, TX

Financial Advisors at Plan For Your Goals, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Roberts, financial advisor Gulf Breeze FL
David L. Roberts
CRD#: 7152116
Gulf Breeze, FL

David Roberts (CRD# 7152116) is an Investment Advisor Representative working at Plan For Your Goals, LLC in Gulf Breeze, FL and has over 4 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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