Financial Serenity, LLC
Financial Serenity, LLC (CRD# 321853) is a financial advisory firm headquartered in , . They manage $2,541,000 in 69 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Financial Serenity, LLC
By the Numbers
-
Total Assets Under Management3MILLION
-
Total Number of Accounts69ACCOUNTS
-
Average Account Value$36,826
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA, NC, TX
Financial Advisors at Financial Serenity, LLC
1
Sandra Park (CRD# 7649883) is an Investment Advisor Representative working at Financial Serenity, LLC in Haslet, TX and has 1 year of experience in the finance industry.
2
Ian Powell (CRD# 7269339) is an Investment Advisor Representative working at Financial Serenity, LLC in Burleson, TX and has over 3 years of experience in the finance industry.
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