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Paul An

Plan Group Financial, Inc.

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About Paul An

Paul An is a financial advisor with Plan Group Financial, Inc. Paul has been in the industry since 2020 and specializes in providing financial planning and portfolio management services for individuals and other investment advisors. Paul holds Series 7, 63, and 66 licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Paul is also registered with the states of Nebraska, Oklahoma, and Texas as an Investment Advisor Representative. Prior to joining Plan Group Financial, Paul worked with NYLIFE Securities LLC in Oklahoma City.

Firm Information

Paul An is currently registered with Plan Group Financial, Inc.. Plan Group Financial, Inc. is an investment advisor based in Oklahoma City, OK. The firm offers financial planning and portfolio management services to individuals, including high-net-worth individuals, and has approximately $346.9 million in regulatory assets under management.
Plan Group Financial, Inc.

101 N.E. 82ND STREET

OKLAHOMA CITY, OK 73114

$346.93M

Assets Under Management

Not reported

Total Clients

12

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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Paul An’s Registration & Firm History

OK

01/12/2023 - Present

Plan Group Financial, Inc. (OKLAHOMA CITY OK)

OK

01/13/2020 - 04/11/2022

NYLIFE SECURITIES LLC (OKLAHOMA CITY OK)

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Licenses & Designations

BOTH

Issued 07/19/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/03/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/11/2022

Series 7TO - General Securities Representative Examination

BC

Issued 01/13/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/30/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul An.
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