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John Robert Planell is a financial advisor professional located in Wilton, CT. They specialize in financial advisory. With over 32 years of experience, they bring deep expertise to every client.
John Robert Planell - Round Rock Advisors Llc holds an active professional license (FINRA CRD) for your protection.
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John Robert Planell operates Round Rock Advisors LLC in Wilton, Connecticut, bringing 32 years of experience in financial advisory services. The business is registered with a FINRA CRD license number 1333455. With over three decades in the financial services industry, Planell has developed extensive experience guiding clients through investment and financial planning decisions. The firm serves clients seeking professional financial guidance and advisory services.
A FINRA CRD (Financial Industry Regulatory Authority Central Registration Depository) license indicates that this advisor is registered with FINRA, the primary regulatory organization overseeing investment professionals and brokerage firms in the United States. This registration means the advisor has met specific regulatory requirements and is subject to ongoing compliance and oversight by FINRA. The license demonstrates that the advisor operates within established industry standards and regulatory frameworks designed to protect investors.