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Patricia A Pannell

PERSONAL FINANCIAL CONSULTANTS, INC.·LAFAYETTE, California
Clean recordPERSONAL FINANCIAL CONSULTANTS, INC.
3738 MT. DIABLO, LAFAYETTE, CA 94549CRD# 6465225Firm CRD# 26440

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia A Pannell · LAFAYETTE, CA
Registration
CRD #6465225 · PERSONAL FINANCIAL CONSULTANTS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patricia A Pannell is a registered financial advisor based in LAFAYETTE, California, affiliated with PERSONAL FINANCIAL CONSULTANTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PERSONAL FINANCIAL CONSULTANTS, INC.
PERSONAL FINANCIAL CONSULTANTS, INC.
AUM
$196M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PERSONAL FINANCIAL CONSULTANTS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6465225
Firm CRD# 26440
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patricia A Pannell offer?
Patricia A Pannell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAFAYETTE, California for a consultation.
What are Patricia A Pannell's credentials?
Patricia A Pannell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia A Pannell located?
Patricia A Pannell is based in LAFAYETTE, California, working with PERSONAL FINANCIAL CONSULTANTS, INC.. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.
How does Patricia A Pannell charge for services?
Patricia A Pannell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PERSONAL FINANCIAL CONSULTANTS, INC.?
PERSONAL FINANCIAL CONSULTANTS, INC. has approximately 5 employees and manages $196M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PERSONAL FINANCIAL CONSULTANTS, INC.

Loren Bruce Kayfetz
LAFAYETTE, CA
Stefanie Dawn Corrales
LAFAYETTE, CA

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Research
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