Best Investors Account Sign in
Inactive

Paul Robert Schnitman

Plan Ahead Financial Management, Inc.

Abilene, TX

Claim This Profile
Current Employers
Plan Ahead Financial Management, Inc.

200 Sayles Blvd, Abilene, TX 79605 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2006-02-23
  • TX RA
    APPROVED
    Since 2006-02-23

Branch Locations

200 Sayles Blvd, Abilene, TX 79605 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Plan Ahead Financial Management, Inc. (Formerly Plan Ahead, Inc) Abilene TX 03/1992 Present
Plan Ahead Financial Management Inc Abilene TX 06/2026 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-01-18
  • S63 Uniform Securities Agent State Law Examination
    1988-01-18
Designations

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
OSAIC WEALTH, INC.
TEAM FINANCIAL STRATEGIES
SOFTVEST ADVISORS
ROBERT W. BAIRD & CO. INCORPORATED

Other Investors

JAMES B SONGER
RICHARD THOMAS DANSBY
KEITH ALLAN SHAHAN
RISHA DENEE SANDERS
KYLE ROBERT SCHNITMAN
Clayton Boyd Tarpley
Madison Brown Tarpley
Rode D Owen

Other Offices

LPL FINANCIAL LLC · ABILENE, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ABILENE, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Abilene, TX
EDWARD JONES · ABILENE, TX
OSAIC WEALTH, INC. · ABILENE, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Abilene, TX
LPL FINANCIAL LLC · ABILENE, TX
TEAM FINANCIAL STRATEGIES · ABILENE, TX

More in Abilene, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor