Planning Directions, Inc.
Planning Directions, Inc. (CRD# 120131) is a financial advisory firm headquartered in Glen Mills, PA. They manage $422,810,723 in 1,258 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management423MILLION
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Total Number of Accounts1,258ACCOUNTS
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Average Account Value$336,098
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, DE, FL, GA, LA, NJ, NY, PA, SC, TX
Frederick Dunbar (CRD# 1011229) is an Investment Advisor Representative working at Planning Directions, Inc. in Glen Mills, PA and has over 41 years of experience in the finance industry.
Matthew Ellis (CRD# 5588159) is an Investment Advisor Representative working at Planning Directions, Inc. in Glen Mills, PA and has over 15 years of experience in the finance industry.
William Muller (CRD# 2247363) is an Investment Advisor Representative working at Planning Directions, Inc. in Glen Mills, PA and has over 31 years of experience in the finance industry.
Kevin Lake (CRD# 6249118) is an Investment Advisor Representative working at Planning Directions, Inc. in Glen Mills, PA and has over 10 years of experience in the finance industry.
Victoria Provost (CRD# 6843618) is an Investment Advisor Representative working at Planning Directions, Inc. in Glen Mills, PA and has over 2 years of experience in the finance industry.