CRD# 4385290
Lpl Financial LLC
CRD# 6423673
Ubs Financial Services Inc.
CRD# 1748546
Ubs Financial Services Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Quabbin Advisors, LLC | Amherst, MA | Aug 2020 - Current | 3 |
| Quabbin Advisors, LLC | Wilbraham, MA | Mar 2019 - Jul 2020 | 1 |
| Quabbin Advisors, LLC | Moosic, PA | Jul 2012 - Mar 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1999 |
- MA
- NH
- PA
- TX
-
Total Assets Under Management78MILLIONS
-
Total Number of Accounts191ACCOUNTS
-
Average Account Value$407,804
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA, NH, PA, TX
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