Partners In Financial Planning, LLC

CRD 151980 · Salem, VA · $913.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 151980
SEC number: 801-70754
Firm type: RIA
Assets under management: $913.6M as of Mar 23, 2026
Website: www.youtube.com/CHANNEL/UC4GDBQQPNZE06KPAPTRJPHA ↗
Phone: 540-444-2930
Address: 421 South College Avenue, Salem, VA, 24153

Advisors at this firm

7 in our index · page 1 of 1

Stephen Christopher BainCRD 5811237 · Salem, VA

IA Registered
Richard Keith BryanCRD 4031082 · John's Island, SC

IA Registered
Christopher William BishopCRD 6588392 · Salem, VA

IA Registered
Sethalan CarterCRD 7694364 · Salem, VA

IA Registered
Sara Lourdes EpperlyCRD 8234016 · Salem, VA

IA Registered
James Elwood PearmanCRD 2134909 · Salem, VA

IA Registered
Pamela Dolvin PoldiakCRD 4585013 · Salem, VA

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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