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FINANCIAL PLANNING CONSULTANTS, LLC
FINANCIAL PLANNING CONSULTANTS, LLC
SAN JOSE, California
·
5 registered advisors
·
CRD# 118547
SEC# 801-100504
408-287-7911
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
5
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Security ratings or pricing services
Compensation
Other: REFERRAL FEES
03
Advisors at FINANCIAL PLANNING CONSULTANTS, LLC
5 registered advisors
David Brian Doolin
SAN JOSE, California
CRD# 4490102
Edward Allen Davis
SAN JOSE, California
CRD# 4490103
John Robert Kawamoto
SAN JOSE, California
CRD# 4719957
Marc Gordon Parkinson
SAN JOSE, California
CRD# 4490099
Thomas Alan Wagstaff
SAN JOSE, California
CRD# 4490100
05
Office Locations
SAN JOSE, California
5 advisors
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Data sourced from SEC Form ADV filings. FINANCIAL PLANNING CONSULTANTS, LLC (CRD# 118547) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.