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FINANCIAL PLANNING ASSOCIATES
MCCOURT, DANIEL IRVIN
CRD 317454
335 SPRECKELS DRIVE, SUITE A, APTOS, CA, 95003, United States
Phone
831-685-8611
Fax
831-685-2706
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
2 total employees; 1 advisory reps; 163 broker-dealer reps
Clients
51-100
Fees
Hourly charges; REFERRAL FEES
Org form
Sole Proprietorship
Filing date
2026-02-20
Disciplinary history
Yes
Services
Financial planningSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 90 | $0 |
| High net worth individuals | 30 | $0 |
Official SEC filing: View on IAPD