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9 E River Park Pl E, Suite 440, Fresno, CA 93720-1530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
9 E River Park Pl E, Suite 440, Fresno, CA 93720-1530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plan Financial, Inc. | Fresno | CA | 04/1985 | Present |
PLAN FINANCIAL, INVESTMENT RELATED,9 E RIVER PARK PL E, STE 440, FRESNO CA 93720, RIA;PRESIDENT;04/1985-PRESENT;120 HRS/MO(60 DURING TRADING HRS), ADVISORY SERVICES.
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