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Jr. Frederick Joyce

ASSET MANAGEMENT AND PLANNING, LLC·WEST COLUMBIA, South Carolina
SIE, Series 7, Series 7TO, Series 24, Series 63, Series 65, Series 79TOClean record23 years registeredASSET MANAGEMENT AND PLANNING, LLC
602 MEETING STREET, WEST COLUMBIA, SC 29169CRD# 1192356Firm CRD# 113961

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jr. Frederick Joyce · WEST COLUMBIA, SC
Registration
CRD #1192356 · ASSET MANAGEMENT AND PLANNING, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

MONEY MANAGER INC.
Dec 2019 – present
INDEPENDENT PORTFOLIO CONSULTANTS, INC.
Nov 2002 – Sep 2017
BOCA RATON, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 24
Series 63
Series 65
Series 79TO
Registration record
First registered · November 4, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PRUDEO PARTNERS, LLC
CRD 113961 · SEC 801-60743
AUM
$413M
Regulatory assets under management
Employees
8
1,473 client accounts
Services offered by PRUDEO PARTNERS, LLC
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 PRUDEO PARTNERS, LLC →
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05

Frequently Asked Questions

What services does Jr. Frederick Joyce offer?
Jr. Frederick Joyce specializes in Financial Planning, Investment Management. Contact their office in WEST COLUMBIA, South Carolina for a consultation.
What are Jr. Frederick Joyce's credentials?
Jr. Frederick Joyce is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jr. Frederick Joyce located?
Jr. Frederick Joyce is based in WEST COLUMBIA, South Carolina, working with ASSET MANAGEMENT AND PLANNING, LLC. Their office serves clients in the WEST COLUMBIA metropolitan area and surrounding communities.
How does Jr. Frederick Joyce charge for services?
Jr. Frederick Joyce'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 ASSET MANAGEMENT AND PLANNING, LLC?
ASSET MANAGEMENT AND PLANNING, LLC has approximately 8 employees and manages $413M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASSET MANAGEMENT AND PLANNING, LLC

Andrew Creswell Todd
WEST COLUMBIA, SC
Michael Lee Krumholz
WEST COLUMBIA, SC
Lawrence James Miller
WEST COLUMBIA, SC

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