PARTNERS IN FINANCIAL PLANNING, LLC

SALEM, Virginia·5 registered advisors·CRD# 151980
SEC# 801-707541540-444-2930
01

Firm Overview

AUM
$709M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PARTNERS IN FINANCIAL PLANNING, LLC

5 registered advisors
Christopher William Bishop
SALEM, Virginia
James Elwood Pearman
SALEM, Virginia
Pamela Dolvin Poldiak
SALEM, Virginia
Richard Keith Bryan
SALEM, Virginia
Stephen Christopher Bain
SALEM, Virginia
05

Office Locations

SALEM, Virginia
5 advisors

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Data sourced from SEC Form ADV filings. PARTNERS IN FINANCIAL PLANNING, LLC (CRD# 151980) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.