Louis
Macloskey
Asset Planning Corporation
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About this Advisor
Louis Macloskey is a financial advisor based in West Palm Beach, Florida, working with Asset Planning Corporation. Louis has previously held positions at Asset Planning Corporation, Cambridge Investment Research, Inc, Financial Planning Investment Group, Inc, and Cambridge Investment Research Advisors, Inc. Louis has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, Louis is part of Asset Planning Corporation, which operates out of West Palm Beach, Florida. The firm has 7 employees and manages assets totaling $90.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Asset Planning Corporation includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Asset Planning Corporation Brokerage Details
$90,276,014
7
287
$314,551
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Louis Macloskey Work History
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Financial Planning Investment Group, Inc
Asset Planning Corporation
Disclosures
Please visit the SEC profile of Louis Macloskey 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 Asset Planning Corporation
West Palm Beach, FL
West Palm Beach, FL
West Palm Beach, FL
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
