Preferred Planning Associates Revenue
Financial Services • 
Washington, Ohio, United States • 1-10 Employees
Preferred Planning Associates revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Key Contact at Preferred Planning Associates
James M. Kirkland
President
Company overview
| Headquarters | 263 Regency Ridge Dr., Centerville, OH 45459, US |
| Phone number | +19376105595 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Etc.), Practice Transition, Plus Supervisory Services |
| Employees | 1-10 |
| Socials |
Preferred Planning Associates Email Formats
Preferred Planning Associates uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@ppaohio.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@ppaohio.com | 100% |
About Preferred Planning Associates
We are an association of experienced, independent financial advisors currently located throughout Ohio. Practices include fee-based services such as financial planning and account management, as well as commissioned products and related services. Though spread over a large geographic area, our team maintains an effective spirit of cooperation and collaboration. Clients appreciate knowing that their advisor is part of something larger, but local. Advisors appreciate our flexibility in balancing autonomy and support, and the availability of colleagues for consultation regarding all aspects of their practice. Our broker/dealer, Cambridge Investment Research, Inc., is an internally controlled and operated financial solutions firm focused on serving independent financial professionals and their clients. Cambridge is a top-10 independent broker-dealer in total revenue (1), and was named one of the fastest-growing independent firms in the industry by InvestmentNews Magazine (2). Cambridge's commitment to internal control enables our advisors to be truly objective in their work with clients. (1) Based on total revenue. Ranking received in InvestmentNews Magazine's 2024 independent broker-dealer industry survey rankings. (2) Based on revenue growth. Ranking received in InvestmentNews Magazine's 2023 independent broker-dealer industry survey rankings. For career opportunities, please visit us at www.ppaohio.com. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Preferred Planning Associates are not affiliated companies. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Preferred Planning Associates has never raised funding before.
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