PENSION PLANNING SOLUTIONS, INC. of GREENSBORO, NC is an SEC-registered investment adviser (CRD 126393). Regulatory assets under management: $8.7M.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| Michael Quinlivan | PRESIDENT AND CHIEF COMPLIANCE OFFICER | London, X0 |
| QUINLIVAN MICHAEL | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| VAN GILDER CHRISTY SUSAN | CHIEF COMPLIANCE OFFICER | — |