Plandynamic, LLC

Plandynamic, LLC (CRD# 291154) is a financial advisory firm headquartered in Framingham, MA. They manage $17,619,449 in 66 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
945 Concord Street, Framingham, MA 01701
https://twitter.com/plandynamic
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $266,961
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.

MA

Financial Advisors at Plandynamic, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Glenn Brown, financial advisor Framingham MA
Glenn F. Brown
CRD#: 2488667
945 Concord Street, Framingham, MA 01701

Glenn Brown (CRD# 2488667) is an Investment Advisor Representative working at Plandynamic, LLC in Framingham, MA and has over 29 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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