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FIRM PROFILE
Overview
PLANNED FINANCIAL PROGRAMS, INC. is located at 734 Walt Whitman Road, Melville, NY 11747-2216 and was first established at Long Island, New York in 08/05/1991. After operating for 34 years, PLANNED FINANCIAL PROGRAMS, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of PLANNED FINANCIAL PROGRAMS, INC.’s clients are individuals and 0% of their clients are high net worth individuals. PLANNED FINANCIAL PROGRAMS, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at PLANNED FINANCIAL PROGRAMS, INC. are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access PLANNED FINANCIAL PROGRAMS, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at PLANNED FINANCIAL PROGRAMS, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for PLANNED FINANCIAL PROGRAMS, INC. Comes From
Understanding the Statistics for PLANNED FINANCIAL PROGRAMS, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
734 Walt Whitman Road, Melville, NY 11747-2216
734 Walt Whitman Road, Melville, NY 11747-2216
Small
(631) 423-8800
New York since 08/05/1991
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| HOCK, ROBERT WALTER | PRESIDENT/ VP/CHIEF COMPLIANCE OFFICER/TREASURER | 1835457 |
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Advisor's working at PLANNED FINANCIAL PROGRAMS, INC.
Mark Stewart Brody
Robert Walter Hock
Colleen Ann Kovacs
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