Unclaimed Profile

David Sheffer

FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.·WEST PALM BEACH, Florida

FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.

340 COLUMBIA TURNPIKE, WEST PALM BEACH, FL 33409CRD# 7260300Firm CRD# 126411

Profile Verification

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

Identity

David Sheffer · WEST PALM BEACH, FL

Registration

CRD #7260300 · FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

David Sheffer is a registered financial advisor based in WEST PALM BEACH, Florida, affiliated with FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.

AUM

$126M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FINANCIAL PLANNING CONCEPTS OF AMERICA, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7260300

Firm CRD# 126411

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Sheffer offer?

David Sheffer specializes in Financial Planning, Investment Management. Contact their office in WEST PALM BEACH, Florida for a consultation.

What are David Sheffer's credentials?

David Sheffer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Sheffer located?

David Sheffer is based in WEST PALM BEACH, Florida, working with FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.. Their office serves clients in the WEST PALM BEACH metropolitan area and surrounding communities.

How does David Sheffer charge for services?

David Sheffer'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 FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.?

FINANCIAL PLANNING CONCEPTS OF AMERICA, INC. has approximately 2 employees and manages $126M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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