PLANFIRST INC
CRD #108941 SEC #801-55657 GREENVILLE, SC 864-233-7405
SEC Registered
Total AUM
$374.4M
Discretionary
$374.4M
Employees
10
Clients
251
Accounts
1,610
Firm Details
- Organization Type
- Corporation
- State of Formation
- South Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 20, 2019
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROBINSON, TOD, JOEL | I | CHIEF OPERATING OFFICER | NA | Control |
| ROBINSON, TOD, JOEL | I | CHIEF OPERATING OFFICER | NA | Control |
| ROBINSON, TOD, JOEL | I | CHIEF OPERATING OFFICER | NA | Control |
| ROBINSON, TOD, JOEL | I | CHIEF OPERATING OFFICER | NA | Control |
| ROBINSON, TOD, JOEL | I | CHIEF OPERATING OFFICER | NA | Control |
| ROOK, JAMES, R | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ROOK, JAMES, R | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ROOK, JAMES, R | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ROOK, JAMES, R | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ROOK, JAMES, R | I | CHIEF INVESTMENT OFFICER/VICE PRESIDENT | NA | Control |
| ROOK, JAMES, R | I | CHIEF INVESTMENT OFFICER/VICE PRESIDENT | NA | Control |
| ROOK, JAMES, R | I | CHIEF INVESTMENT OFFICER/VICE PRESIDENT | NA | Control |
| ROOK, JAMES, R | I | CHIEF INVESTMENT OFFICER/VICE PRESIDENT | NA | Control |
| ROOK, JAMES, R | I | CHIEF INVESTMENT OFFICER/VICE PRESIDENT | NA | Control |
| ROOK, JAMES, R | I | CHIEF INVESTMENT OFFICER/VICE PRESIDENT | NA | Control |
| ROOK, JAMES, R | I | CHIEF INVESTMENT OFFICER/VICE PRESIDENT | NA | Control |
| ROOK, JAMES, R | I | CHIEF INVESTMENT OFFICER/VICE PRESIDENT | NA | Control |
| ROOK, JAMES, R | I | CHIEF INVESTMENT OFFICER/VICE PRESIDENT | NA | Control |
| ROOK, JAMES, R | I | CHIEF INVESTMENT OFFICER/VICE PRESIDENT | NA | Control |
| ROOK, JAMES, R | I | CHIEF INVESTMENT OFFICER/VICE PRESIDENT | NA | Control |
| ROOK, JAMES, R | I | CHIEF INVESTMENT OFFICER/VICE PRESIDENT | NA | Control |
| ROOK, JAMES, R | I | CHIEF INVESTMENT OFFICER/VICE PRESIDENT | NA | Control |
| ROOK, JAMES, R | I | CHIEF INVESTMENT OFFICER/VICE PRESIDENT | NA | Control |
| ROOK, JAMES, R | I | CHIEF INVESTMENT OFFICER/VICE PRESIDENT | NA | Control |
| WALLICE, STACIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MILLER, MICHAEL, WAYNE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, MICHAEL, WAYNE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, MICHAEL, WAYNE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, MICHAEL, WAYNE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, MICHAEL, WAYNE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, MICHAEL, WAYNE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, MICHAEL, WAYNE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, MICHAEL, WAYNE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, MICHAEL, WAYNE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, MICHAEL, WAYNE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, MICHAEL, WAYNE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, MICHAEL, WAYNE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, MICHAEL, WAYNE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, MICHAEL, WAYNE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, MICHAEL, WAYNE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, MICHAEL, WAYNE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, MICHAEL, WAYNE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, MICHAEL, WAYNE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, MICHAEL, WAYNE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, MICHAEL, WAYNE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, MICHAEL, WAYNE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, MICHAEL, WAYNE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, MICHAEL, WAYNE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 20, 2019 REGISTERED
Notice Filings (8)
FL GA LA NC NH PA SC TX
Address
9 HALTON GREEN WAYGREENVILLE, SC 29607
United States
Phone: 864-233-7405