Investment Planning Advisors
Investment Planning Advisors (CRD# 299212) is a financial advisory firm headquartered in Cumming, GA. They manage $240,366,142 in 2,029 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management240MILLION
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Total Number of Accounts2,029ACCOUNTS
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Average Account Value$118,465
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, FL, GA, LA, NC, SC, TN
Kenneth Bellavance (CRD# 6393105) is an Investment Advisor Representative working at Investment Planning Advisors in Cumming, GA and has over 9 years of experience in the finance industry.
Andrew Castleberry (CRD# 6691690) is an Investment Advisor Representative working at Investment Planning Advisors in Cumming, GA and has over 7 years of experience in the finance industry.
Charles Lewis (CRD# 4714985) is an Investment Advisor Representative working at Investment Planning Advisors in Oakwood, GA and has over 19 years of experience in the finance industry.
Patrick Paxton (CRD# 1128118) is an Investment Advisor Representative working at Investment Planning Advisors in Cumming, GA and has over 39 years of experience in the finance industry.
Austin Rowland (CRD# 7770557) is an Investment Advisor Representative working at Investment Planning Advisors in Cumming, GA and has 1 year of experience in the finance industry.