Planmark Capital Management, LLC Employee Directory

Investment ManagementGeorgia, United States0-1 Employees

At Planmark, we emphasize commitment to our clients – real commitment, not meaningless platitudes that have become so commonplace in today’s corporate world. Real life commitment with real results backed by our pledge to: •Place our clients’ interest first •Recognize that clients are the only reason we exist •Emphasize the importance of planning in achieving life’s goals, and always take a long-term view of your assets •Educate ourselves constantly so we can educate our clients •Build our firm on a foundation of key beliefs, where: - Our clients believe that we are genuinely concerned for their financial future - Our vendors believe that we are reasonable, fair, dependable, and loyal - Our colleagues believe that we are professional, honest, and client focused Planmark Capital Management, LLC, is a Registered Investment Advisor (RIA) based in Alpharetta, Georgia. We are affiliated with LPL Financial, the largest independent broker/dealer in the country, with over $37 billion under advisory management*. With access to a broad range of non-proprietary financial products, you can be sure that our advice is truly objective. Planmark’s advisors are CERTIFIED FINANCIAL PLANNER© licensees and have more than 30 years’ combined experience advising corporate and individual clients on investment, retirement, and estate issues. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security. Visitors to this site must be residents of the following states: AL, CA, FL, GA, NC and SC. Securities offered through LPL Financial Member FINRA/SIPC - Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org.

Sign up for free to view info

Company overview Email format