Professional Planning Group

Professional Planning Group (CRD# 108868) is a financial advisory firm headquartered in Westerly, RI. They manage $1,055,252,906 in 2,350 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
9 Granite Street, Westerly, RI 02891
http://www.ppgadvisors.com
By the Numbers
  • Total Assets Under Management
    1,055
    MILLION
  • Total Number of Accounts
    2,350
    ACCOUNTS
  • Average Account Value
    $449,044
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, GA, LA, MA, ME, NC, NH, NJ, NY, PA, RI, SC, TN, TX

Financial Advisors at Professional Planning Group
Showing 1 - 7 of 7 top financial advisors.
1
Patrick Connelly, financial advisor Westerly RI
Patrick J. Connelly
CRD#: 5934645
9 Granite Street, Westerly, RI 02891

Patrick Connelly (CRD# 5934645) is an Investment Advisor Representative working at Professional Planning Group in Westerly, RI and has over 8 years of experience in the finance industry.

2
Daniel Makin, financial advisor Westerly RI
Daniel M. Makin
CRD#: 4367894
9 Granite Street, Westerly, RI 02891

Daniel Makin (CRD# 4367894) is an Investment Advisor Representative working at Professional Planning Group in Westerly, RI and has over 23 years of experience in the finance industry.

3
Malcolm Makin, financial advisor Jupiter Inlet Colony FL
Malcolm A. Makin
CRD#: 851143
Jupiter Inlet Colony, FL

Malcolm Makin (CRD# 851143) is an Investment Advisor Representative working at Professional Planning Group in Jupiter Inlet Colony, FL and has over 33 years of experience in the finance industry.

4
Andrea Spieth, financial advisor Westerly RI
Andrea M. Spieth
CRD#: 2613008
9 Granite Street, Westerly, RI 02891

Andrea Spieth (CRD# 2613008) is an Investment Advisor Representative working at Professional Planning Group in Westerly, RI and has over 26 years of experience in the finance industry.

5
Christopher Wallace, financial advisor Westerly RI
Christopher G. Wallace
CRD#: 2396712
9 Granite Street, Westerly, RI 02891

Christopher Wallace (CRD# 2396712) is an Investment Advisor Representative working at Professional Planning Group in Westerly, RI and has over 21 years of experience in the finance industry.

6
Peter Wallace, financial advisor Westerly RI
Peter C. Wallace
CRD#: 2320579
9 Granite Street, Westerly, RI 02891

Peter Wallace (CRD# 2320579) is an Investment Advisor Representative working at Professional Planning Group in Westerly, RI and has over 28 years of experience in the finance industry.

7
David Aballo, financial advisor Westerly RI
David G. Aballo
CRD#: 7793846
9 Granite Street, Westerly, RI 02891

David Aballo (CRD# 7793846) is an Investment Advisor Representative working at Professional Planning Group in Westerly, RI and has 1 year 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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