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Austin England

Core Planning

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About Austin England

Austin England is a financial advisor at Core Planning. Austin is based in St. Louis, MO and has been working in the financial services industry for several years. Prior to joining Core Planning, Austin worked at LPL Financial LLC, a firm that was focused on providing financial advice to individuals and families. Austin currently holds Series 7, 66 and SIE licenses. Austin is committed to providing personalized financial advice to clients. Austin specializes in financial planning and portfolio management for individuals and families. Austin has a proven track record of helping clients achieve their financial goals.

Firm Information

Austin England is currently registered with Core Planning. Core Planning is an investment advisor with a focus on financial planning and portfolio management for individuals and high-net-worth individuals. They manage over $62 million in assets for 756 clients. The firm has 4 licensed agents and 32 investment advisor representatives.

$62.25M

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Austin England’s Registration & Firm History

MO

09/21/2023 - Present

Core Planning (ST. LOUIS MO)

MO

03/04/2022 - 09/14/2023

LPL FINANCIAL LLC (CHESTERFIELD MO)

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Licenses & Designations

BOTH

Issued 03/31/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/04/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/24/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Austin England.
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