Pls Advisory, LLC

Pls Advisory, LLC (CRD# 150666) is a financial advisory firm headquartered in , . They manage $7,862,059 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $524,137
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

TX

Financial Advisors at Pls Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Benjamin C. Simiskey
CRD#: 5231027
Katy, TX
96
Wealthminder
score

Benjamin Simiskey (CRD# 5231027) is an Investment Advisor Representative working at Pls Advisory, LLC in Katy, TX and has over 10 years of experience in the finance industry. Benjamin Simiskey 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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