Planned Financial Security

Planned Financial Security (CRD# 141924) is a financial advisory firm headquartered in , . They manage $34,710,834 in 69 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $503,056
Compensation Options
  • A percentage of assets under your management
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

Financial Advisors at Planned Financial Security
Showing 1 - 1 of 1 top financial advisors.
1
Robert Dufresne, financial advisor Haines City FL
Robert R. Dufresne
CRD#: 2876587
Haines City, FL

Robert Dufresne (CRD# 2876587) is an Investment Advisor Representative working at Planned Financial Security in Haines City, FL and has over 25 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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