FINANCIAL PLANNING CONSULTANTS, LLC

SAN JOSE, California·5 registered advisors·CRD# 118547
SEC# 801-100504408-287-7911
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
Edward Allen Davis
SAN JOSE, California
John Robert Kawamoto
SAN JOSE, California
Marc Gordon Parkinson
SAN JOSE, California
Thomas Alan Wagstaff
SAN JOSE, California
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.