FINANCIAL PERSPECTIVES PLANNING SERVICES INC
CRD #105509 SEC #801-26814 BOSTON, MA 617 723-1400
SEC Registered
Total AUM
--
Discretionary
--
Employees
--
Clients
251
Accounts
--
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HARRIS, KEITH, ALAN | I | CFO | NA | |
| HARRIS, KEITH, ALAN | I | CFO | NA | |
| HARRIS, KEITH, ALAN | I | CFO | NA | |
| HARRIS, KEITH, ALAN | I | CFO | NA | |
| HARRIS, KEITH, ALAN | I | CFO | NA | |
| BLEIDT, BRADFORD, CHESTER | I | CEO/PRESIDENT | E | Control |
| BLEIDT, BRADFORD, CHESTER | I | CEO/PRESIDENT | E | Control |
| BLEIDT, BRADFORD, CHESTER | I | CEO/DIRECTOR | E | Control |
| BLEIDT, BRADFORD, CHESTER | I | CEO/PRESIDENT | E | Control |
| BLEIDT, BRADFORD, CHESTER | I | CEO/DIRECTOR | E | Control |
| MCCARTY, JAMES, XAVIER | I | EVP/DIRECTOR | A | |
| MCCARTY, JAMES, XAVIER | I | EVP/DIRECTOR | A | |
| MCCARTY, JAMES, XAVIER | I | PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | A | |
| MCCARTY, JAMES, XAVIER | I | EVP/DIRECTOR | A | |
| MCCARTY, JAMES, XAVIER | I | PRESIDENT/DIRECTOR | A |
Registrations
Federal
IA
Mar 28, 2002 REGISTERED
Notice Filings (6)
FL MA ME NH RI VT
Address
164 CANAL STREETSTE 400
BOSTON, MA 02114-1809
USA
Phone: 617 723-1400