PARTNERS IN FINANCIAL PLANNING, LLC of SALEM, VA is an SEC-registered investment adviser (CRD 151980). Regulatory assets under management: $913.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Pamela Dolvin Poldiak | MEMBER | — |
| James Elwood Pearman | MANAGING MEMBER | — |
| Richard Keith Bryan | MEMBER AND CHIEF INVESTMENT OFFICER | — |
| Stephen Christopher Bain | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Christopher William Bishop | MEMBER AND CHIEF OPERATIONS OFFICER | — |
| BISHOP MICHAEL WILLIAM | MEMBER; MEMBER AND CHIEF OPERATIONS OFFICER | — |
| PEARMAN JAMES ELWOOD | MANAGING MEMBER | — |
| POLDIAK PAMELA DOLVIN | MEMBER; MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| BRYAN RICHARD KEITH | MEMBER AND CHIEF INVESTMENT OFFICER | — |
| BAIN STEPHEN CHRISTOPHER | MEMBER; MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| CHARLESTON | SC | 1 | 8438720202 |
| CHARLESTON | SC | 1 | 8438720202 |