Planprep

Planprep (CRD# 139300) is a financial advisory firm headquartered in Oxnard, CA. They manage $294,832 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $147,416
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
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Planprep
Showing 1 - 1 of 1 top financial advisors.
1
Burton F. Williamson
CRD#: 2653478
300 E Esplanade Dr, Fl 9, Oxnard, CA 93036
96
Wealthminder
score

Burton Williamson (CRD# 2653478) is an Investment Advisor Representative working at Planprep in Oxnard, CA and has over 21 years of experience in the finance industry. Burton Williamson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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