Investment Advisor: Planned Asset Management, LLC.
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Company: Planned Asset Management, LLC.
Contact: Morrie Reiff
26135 Mureau Rd., Suite #201
Calabasas, California, 91302
Phone: (818) 708-6888
Fax:
(818) 466-6774
Website: http://www.earn4u.com
Registered Investment Advisor-Planned Asset Management, LLC. (PAM), a registered investment advisor with the Securities and Exchange Commission, is one of the largest full service independent financial planning firms located in Calabasas, California. Its
Serves Counties: Los angeles (CA), Riverside (CA), San luis obispo (CA), Santa barbara (CA), Ventura (CA)
License #: 1317814
Licensed to sell Insurance Products:Yes
Licensed to sell securities:Yes
Financial Advisor Experience: Over 25 Years
Designations: CFP
Products:
Reits
Life Insurance
Long Term Care Insurance
Bonds
Stocks
Annuities
Commodities
Mutual Funds
Options & Futures
Alternative Investments
Exchange Traded Funds (etfs)
Socially Responsible Investments (sri)
Minimal Assest: $100,000
License Type: Series 6,Series 7,Series 24,Health Insurance,Life Insuranc
Insurance Type:
Disclosure: Registered Principal offering securities and additional advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. IFG and PAM are not affiliated.
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