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Marjorie Rand

Rand Financial Planning, LLC

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About Marjorie Rand

Marjorie Rand is an investment advisor representative with Rand Financial Planning, LLC. Marjorie has been in the industry since 1989. The firm has 31 clients and provides financial planning services. Marjorie is also the owner of Marjorie L. Rand, CPA, P.C., providing accounting and tax preparation services.

Firm Information

Marjorie Rand is currently registered with Rand Financial Planning, LLC. Rand Financial Planning, LLC is a financial planning firm based in . The firm is led by Marjorie Rand, CPA, CFP®, who has been in the industry for over 20 years. Rand Financial Planning provides financial planning services to individuals.

Not reported

Assets Under Management

31

Total Clients

1

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.

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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Marjorie Rand’s Registration & Firm History

NJ

09/27/2018 - Present

Rand Financial Planning, LLC (FLEMINGTON NJ)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marjorie Rand.
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