RD
CFP
RD
CFP
Robert Dufresne is a CFP-designated registered investment advisor at Planned Financial Security, based in Haines City, FL, with 26 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 55 clients with $41M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$41.5M
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Location
Haines City, FL
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Planned Financial Security
April 1999 - Present · 27 yrs 1 mo
Previous Registrations
Calton & Associates, INC.
December 2003 - June 2007 · 3 yrs 6 mos
State Registrations1 state
FL
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.