Unclaimed Profile

Carolyn Sue Mcclanahan

LIFE PLANNING PARTNERS, INC.·JACKSONVILLE, Florida

Series 7, Series 66Clean record22 years registeredLIFE PLANNING PARTNERS, INC.

6550 ST. AUGUSTINE ROAD, JACKSONVILLE, FL 32217-2847CRD# 4463790Firm CRD# 129338

Profile Verification

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

Identity

Carolyn Sue Mcclanahan · JACKSONVILLE, FL

Registration

CRD #4463790 · LIFE PLANNING PARTNERS, INC. · 22 years registered

Brand Profile

Not yet started

Career History

LIFE PLANNING PARTNERS, INC.

Jan 2004 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · January 2, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIFE PLANNING PARTNERS, INC.

CRD 129338 · SEC 801-107568

AUM

$274M

Regulatory assets under management

Employees

536 client accounts

Services offered by LIFE PLANNING PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LIFE PLANNING PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Carolyn Sue Mcclanahan offer?

Carolyn Sue Mcclanahan specializes in Financial Planning, Investment Management. Contact their office in JACKSONVILLE, Florida for a consultation.

What are Carolyn Sue Mcclanahan's credentials?

Carolyn Sue Mcclanahan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carolyn Sue Mcclanahan located?

Carolyn Sue Mcclanahan is based in JACKSONVILLE, Florida, working with LIFE PLANNING PARTNERS, INC.. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.

How does Carolyn Sue Mcclanahan charge for services?

Carolyn Sue Mcclanahan's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIFE PLANNING PARTNERS, INC.?

LIFE PLANNING PARTNERS, INC. has approximately 6 employees and manages $274M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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