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
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

GA, NC, TX

Financial Advisors at Financial Serenity, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Sandra Park
CRD#: 7649883
Haslet, TX

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 C. Powell
CRD#: 7269339
Burleson, TX

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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