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FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.
FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.
WEST PALM BEACH, Florida
·
9 registered advisors
·
CRD# 126411
SEC# 801-64150
0
718-667-5050
01
Firm Overview
AUM
$126M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.
9 registered advisors
David Sheffer
WEST PALM BEACH, Florida
CRD# 7260300
John Martin Eknoian
STATEN ISLAND, New York
CRD# 3065112
Joseph Richard Marchese
WEST PALM BEACH, Florida
CFP
CRD# 1581329
Mutian Rui
WEST PALM BEACH, Florida
CRD# 7529837
Neal Richard Aton
WEST PALM BEACH, Florida
CRD# 1036707
Philip Alexander Nisbet
WEST PALM BEACH, Florida
CRD# 2526030
Richard Thomas Eknoian
WEST PALM BEACH, Florida
CRD# 4479143
Richard Thomas Eknoian
WEST PALM BEACH, Florida
CRD# 7252490
Thomas James Ealy
WEST PALM BEACH, Florida
CRD# 863042
05
Office Locations
WEST PALM BEACH, Florida
8 advisors
STATEN ISLAND, New York
1 advisor
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Data sourced from SEC Form ADV filings. FINANCIAL PLANNING CONCEPTS OF AMERICA, INC. (CRD# 126411) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.