Planfirst Inc
Legal Name: PLANFIRST INC
Other Info
PLANFIRST INC is a South Carolina-based corporation that has been approved by the SEC since June 22, 1998. The firm has a team of 10 employees, all of whom fulfill advisory roles. Although it's unclear how many clients they currently serve, they maintain a solid legal standing, making them a reliable option for those seeking financial services in the region.
Wealth Management & Fiduciary Advisors Stewarding Your Legacy
Our wealth management advisors apply technical expertise and biblical wisdom to help clients make wise financial decisions.
Talking Money Radio Show & Podcast
Talking Money is a podcast and radio show where you can gain insights from financial experts on how to manage your money well.
Direct Owners
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JAMES R ROOK
CHIEF INVESTMENT OFFICER/VICE PRESIDENT owns less than 5%
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MICHAEL WAYNE MILLER
PRINCIPAL/CHIEF COMPLIANCE OFFICER owns 75% or more
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TOD JOEL ROBINSON
CHIEF OPERATING OFFICER owns less than 5%