FINANCIAL PLANNING SERVICES, INC.
Tel: 704-643-5000 15720 Brixham Hill Ave Ste 300 Charlotte, North Carolina 28277
About FINANCIAL PLANNING SERVICES, INC.
FINANCIAL PLANNING SERVICES, INC. is a Charlotte, North Carolina based financial advisory firm with nearly $137,000,000 in assets under management and provides investment advisory services for 318 clients. There are currently 1 financial advisors at the firm.
General Information
Firm CRD#:
311146
Firm SEC#:
801-119824
Assets Under Management:
$137,000,000
No. of Clients:
318
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
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