Advisor at Financial Planning Center, LLP
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Financial Planning Center, LLP
Location
Clarksville, TN 37043
Credentials
CFP®, Series 66
Industry experience
5 years
Negotiable fixed fee with a maximum of $2,500 for financial planning services
$0+: 1.80% $0+: 1.70% $0+: 1.60% $0+: 1.00% $0+: 1.50% $0+: 0.60%
$200 per hour for financial planning services
Fee-only: Negotiable fixed fees up to $2,500 maximum; hourly fees $200/hour
Self Employed
2021 - Present (5 years)
Financial Planning Center, LLP
2021 - Present (5 years)
Raymond James Financial Services Advisors, Inc.
2021 - 2021 (1 year)
Raymond James Financial Services, Inc.
2020 - 2021 (1 year)
Dowdy Wealth Services/DBA Dowdy Financial Group
2019 - 2021 (2 years)
City of Clarksville-Finance & Revenue
2019 - 2019 (1 year)
Blackhorse Pub & Brewery
2016 - 2020 (4 years)
Full-Time Student
2009 - 2020 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Clarksville, TN
Edward Jones
Series 66
Clarksville, TN
Edward Jones
Series 66
Adams, TN
Narrow Road Financial Planning LLC
CFP®, Series 63
Clarksville, TN
ELLIS Financial Planning
ChFC®, Series 63
Clarksville, TN
Financial Planning Center, LLP
Series 66
Clarksville, TN
ELLIS Financial Planning
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