Remote Financial Planner, LLC
Remote Financial Planner, LLC (CRD# 284297) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $48,000,000 in 181 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Remote Financial Planner, LLC
By the Numbers
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Total Assets Under Management48MILLION
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Total Number of Accounts181ACCOUNTS
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Average Account Value$265,193
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, GA, TX, VA
Financial Advisors at Remote Financial Planner, LLC
1
David Jacoby (CRD# 6315741) is an Investment Advisor Representative working at Remote Financial Planner, LLC in Savannah, GA and has over 9 years of experience in the finance industry.
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