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Certified Planning Services
Certified Planning Services, LLC is a state-registered investment adviser in Ponte Vedra Beach, FL. The firm manages $28 million in assets, $19 million on a...
Overview
Certified Planning Services, LLC is a state-registered investment adviser in Ponte Vedra Beach, FL. The firm manages $28 million in assets, $19 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
1982
Location
Region
North America
Country
United States
City
Ponte Vedra Beach
Corporate office
Carrollton, TX, United States
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