DG
Dennis S. Gelfand
PLAN AHEAD ADVISORS
West Palm Beach, FL 33411
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CRD#: 6239800
DG
Professional summary
Dennis Scott Gelfand, CFP® is a registered financial advisor currently at PLAN AHEAD ADVISORS located in West Palm Beach, Florida.
Dennis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Dennis has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) HOUGH, GELFAND & ASSOCIATES, P.A.; NON-INVESTMENT RELATED; 2101 VISTA PARKWAY, #132; WEST PALM BEACH, FL 33411; CPA FIRM; EMPLOYEE/SHAREHOLDER; START DATE 12/2003; 40 HOURS A WEEK
CRS (Client Relationship Summary) - RIA
Click below to view Dennis Scott Gelfand's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
August 19, 2015 - Present
PLAN AHEAD ADVISORS
Office #1: 2101 Vista Parkway Suite 132, West Palm Beach, FL 33411Office #2: 2101 Vista Parkway Suite 132, West Palm Beach, FL 33411RIA
CRD#: 168685
West Palm Beach, FL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(8/19/2015)
Exams
Current Firm
PA
PLAN AHEAD ADVISORS
PLAN AHEAD ADVISORS | PLAN AHEAD ADVISORS, INC.
CRD#: 168685 / SEC#:
Florida
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Contact information
Main Address
2101 Vista Parkway Suite 132, West Palm Beach, FL 33411
Mailing Address
Phone number
(561) 686-2252
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 11 |
| AUM (Assets Under Management) | $ 7,072,791 |
Red Flags
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