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).
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Total Assets Under Management1,055MILLION
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Total Number of Accounts2,350ACCOUNTS
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Average Account Value$449,044
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CT, FL, GA, LA, MA, ME, NC, NH, NJ, NY, PA, RI, SC, TN, TX
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.
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.
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.
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.
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.
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.
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.