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David Sheffer

FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.·WEST PALM BEACH, Florida
Unclaimed Profile
340 COLUMBIA TURNPIKE, WEST PALM BEACH, FL 33409CRD# 7260300Firm CRD# 126411
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.
FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.
AUM
$126M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at FINANCIAL PLANNING CONCEPTS OF AMERICA, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7260300
Firm CRD# 126411
1 disclosure on file
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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Nearby cities in Florida
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City Guides
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Research
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