Strategic Planning Corporation

Strategic Planning Corporation (CRD# 118775) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Strategic Planning Corporation
Showing 1 - 3 of 3 top financial advisors.
1
Philip J. Corson
CRD#: 5857729
100 Stone Village Drive, Suite 208, Fort Mill, SC 29708
93
Wealthminder
score

Philip Corson (CRD# 5857729) is an Investment Advisor Representative working at Strategic Planning Corporation in Fort Mill, SC and has over 5 years of experience in the finance industry.

2
John R. Potter
CRD#: 6597571
15720 Brixham Hill Avenue, Suite 300, Charlotte, NC 28277
87
Wealthminder
score

John Potter (CRD# 6597571) is an Investment Advisor Representative working at Strategic Planning Corporation in Charlotte, NC and has 1 year of experience in the finance industry.

3
Richard M. Flanders
CRD#: 868652
Greensboro, NC
76
Wealthminder
score

Richard Flanders (CRD# 868652) is an Investment Advisor Representative working at Strategic Planning Corporation in Greensboro, NC and has over 31 years of experience in the finance industry. Richard Flanders has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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