Premier Financial Planning, Inc.

Premier Financial Planning, Inc. (CRD# 145897) is a financial advisory firm headquartered in , . They manage $49,263,779 in 148 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.myplanner.cc
By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    148
    ACCOUNTS
  • Average Account Value
    $332,863
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.

CA, TX

Financial Advisors at Premier Financial Planning, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Patricia Patterson, financial advisor San Diego CA
Patricia C. Patterson
CRD#: 1037506
16935 West Bernardo Drive, Suite 103, San Diego, CA 92127

Patricia Patterson (CRD# 1037506) is an Investment Advisor Representative working at Premier Financial Planning, Inc. in San Diego, CA and has over 31 years of experience in the finance industry.

2
James Patterson, financial advisor Valley Center CA
James R. Patterson
CRD#: 7378435
Valley Center, CA

James Patterson (CRD# 7378435) is an Investment Advisor Representative working at Premier Financial Planning, Inc. in Valley Center, CA and has over 2 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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