Professional Financial Planning
Professional Financial Planning (CRD# 125806) is a financial advisory firm headquartered in Verdi, NV. They manage $10,872,601 in 180 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts180ACCOUNTS
Average Account Value$60,403
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Douglas Lundgren (CRD# 816574) is an Investment Advisor Representative working at Professional Financial Planning in Verdi, NV and has over 28 years of experience in the finance industry.