Team Financial Planning,inc.
Team Financial Planning,inc. (CRD# 118576) is a financial advisory firm headquartered in Rockville, MD. They manage $26,626,966 in 63 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management27MILLION
Total Number of Accounts63ACCOUNTS
Average Account Value$422,650
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
DC, MD, TX, VA
Steven Weisman (CRD# 4490506) is an Investment Advisor Representative working at Team Financial Planning,inc. in Rockville, MD and has 1 year of experience in the finance industry.