AF
Ann Fagan
from Symphony Financial Planning LLC
Ann Fagan is a financial advisor based in California, Davis,
with 42 years of experience. Ann currently works for
Symphony Financial Planning LLC.
Ann maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Ann Fagan works at Symphony Financial Planning LLC
Symphony Financial Planning LLC is a financial advisory firm based in Davis, California. It currently has approximately $186,163,265 of assets under management and employs about 7 people. Symphony Financial Planning LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
32 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
1784 Picasso Avenue, Suite D, Davis, California, 95618
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