Team Financial Planning

Team Financial Planning (CRD# 327256) is a financial advisory firm headquartered in Union, NJ. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1992 Morris Ave, Suite 160, Union, NJ 07083
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)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Team Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Sunsierre Atkinson, financial advisor Union NJ
Sunsierre N. Atkinson
CRD#: 7790900
Union, NJ

Sunsierre Atkinson (CRD# 7790900) is an Investment Advisor Representative working at Team Financial Planning in Union, NJ and has 1 year 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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