Financial ADVSR advisor directory · SEC adviser records
Life Planning Partners, Inc. financial advisors
Every SEC-registered investment adviser representative at Life Planning Partners, Inc., by the state and city of the office they work from.
3 registered advisors work at Life Planning Partners, Inc., in 1 state and 1 city; the most are in Jacksonville, FL (3). 3 list the CFP designation and 0 are also registered broker representatives.
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Cities with the most Life Planning Partners, Inc. advisors
Life Planning Partners, Inc. advisors by state
Questions
How many financial advisors does Life Planning Partners, Inc. have?
3 investment adviser representatives are registered with Life Planning Partners, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 3 list the CFP designation and 0 are also registered as broker representatives.
Where does Life Planning Partners, Inc. have the most advisors?
Jacksonville, FL, with 3 registered advisors. By state, Florida has the most, with 3.
How do I find a Life Planning Partners, Inc. financial advisor near me?
Pick your state below, then your city, to see every Life Planning Partners, Inc. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Life Planning Partners, Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →