Prudent Planning And Investing, LLC

Prudent Planning And Investing, LLC (CRD# 281235) is a financial advisory firm headquartered in , . They manage $1,793,185 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.prudent-investing.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $85,390
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.

TX

Financial Advisors at Prudent Planning And Investing, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Dustin Dickerson, financial advisor Houston TX
Dustin L. Dickerson
CRD#: 6549446
Houston, TX

Dustin Dickerson (CRD# 6549446) is an Investment Advisor Representative working at Prudent Planning And Investing, LLC in Houston, TX and has over 8 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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