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Brett Goverman, financial advisor Dedham MA

Brett Goverman

CRD Number: 6606767
Current Firm: Financial Solutions Associates
Compensation Model: Fee Only
Brett Goverman (CRD# 6606767) is an Investment Advisor Representative working at Financial Solutions Associates in Dedham, MA and has 1 year of experience in the finance industry.
CONTACT
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Professional Designations
Company Name Location Dates Years
Financial Solutions Associates Dedham, MA Mar 2016 - Current 8
Financial Solutions Associates Dedham, MA Jan 2014 - Mar 2016 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Brett Goverman
990 Washington Street, Suite 317, Dedham, MA 02026
Phone Number: 781-251-0505
Firm Website: https://www.govermanfinancialsolutions.net
Registered State(s):
  • MA
  • NY
  • TX
Current Firm Details
Financial Solutions Associates
Firm's CRD Number: 130397
990 Washington Street, Suite 317, Dedham, MA 02026
By the Numbers
  • Total Assets Under Management
    132
    MILLIONS
  • Total Number of Accounts
    542
    ACCOUNTS
  • Average Account Value
    $244,445
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, ME, NH, NY, TX

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