AFFORDABLE LIFE PLANS, LLC

CARROLLTON, Texas·7 registered advisors·CRD# 164009
SEC# 801-78039903-482-3179
01

Firm Overview

AUM
$799K
Regulatory assets under management
Employees
16
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at AFFORDABLE LIFE PLANS, LLC

7 registered advisors
James Braxton Talbert
CARROLLTON, Texas
James Patrick Leaderer
CARROLLTON, Texas
Kenneth Leroy Talbert
CARROLLTON, Texas
Matthew Lawrence Winebrenner
CARROLLTON, Texas
Robert W. Boyd
CARROLLTON, Texas
Shaun Paul Knapp
CARROLLTON, Texas
Timothy Dennis Amerson
ADDISON, Texas
05

Office Locations

CARROLLTON, Texas
6 advisors
ADDISON, Texas
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. AFFORDABLE LIFE PLANS, LLC (CRD# 164009) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.