WEALTHPLANS, LLC of FREDERICK, MD is an SEC-registered investment adviser (CRD 311560). Regulatory assets under management: $219.6M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Raymond Brent Cooley | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| COOLEY RAYMOND BRENT | MEMBER AND CHIEF COMPLIANCE OFFICER | — |