Unclaimed Profile

Thomas Gregory Feenan

THE PLANNERS NETWORK, INC.·TEMECULA, California

SIE, Series 6, Series 7, Series 22, Series 24, Series 63Clean record26 years registeredTHE PLANNERS NETWORK, INC.

43418 BUSINESS PARK DR., TEMECULA, CA 92590CRD# 1723516Firm CRD# 108355

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Gregory Feenan · TEMECULA, CA

Registration

CRD #1723516 · THE PLANNERS NETWORK, INC. · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE PLANNERS NETWORK, INC.

LPL FINANCIAL LLC

Nov 2017 – Aug 2021

QUINCY, MA

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Jul 2000 – Dec 2017

QUINCY, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 63

Registration record

First registered · July 14, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE PLANNERS NETWORK, INC.

CRD 108355 · SEC 801-60247

AUM

$109M

Regulatory assets under management

Employees

500 client accounts

Services offered by THE PLANNERS NETWORK, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE PLANNERS NETWORK, INC. →

Introduction

Speak with Thomas

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Thomas is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in TEMECULA?

Browse all registered financial advisors in TEMECULA, California or claim this profile if it's yours.

Browse TEMECULA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Thomas Gregory Feenan offer?

Thomas Gregory Feenan specializes in Financial Planning, Investment Management, Wealth Management.

What are Thomas Gregory Feenan's credentials?

Thomas Gregory Feenan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Gregory Feenan located?

Thomas Gregory Feenan is based in TEMECULA, California, last registered with THE PLANNERS NETWORK, INC..

How does Thomas Gregory Feenan charge for services?

Thomas Gregory Feenan'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 THE PLANNERS NETWORK, INC.?

THE PLANNERS NETWORK, INC. has approximately 11 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →