Carolyn
Mcclanahan
Life Planning Partners, Inc
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About this Advisor
Carolyn Mcclanahan is a financial advisor based in Jacksonville, Florida, working with Life Planning Partners, Inc. Carolyn has previously held a position at Life Planning Partners, Inc. Carolyn has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Carolyn is part of Life Planning Partners, Inc, which operates out of Jacksonville, Florida. The firm has 6 employees and manages assets totaling $273.8 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Life Planning Partners, Inc includes hourly and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
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Life Planning Partners, Inc Brokerage Details
$273,795,405
6
536
$510,812
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Carolyn Mcclanahan Work History
Life Planning Partners, Inc
Disclosures
Please visit the SEC profile of Carolyn Mcclanahan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Life Planning Partners, Inc
Jacksonville, FL
Jacksonville, FL
Jacksonville, FL
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