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Paige Roth, financial advisor Fairhaven MA

Paige Roth

CRD Number: 2428098
Current Firm: Pine Haven Investment Counsel, Inc.

Paige Roth (CRD# 2428098) is an Investment Advisor Representative working at Pine Haven Investment Counsel, Inc. in Fairhaven, MA and has over 30 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Pine Haven Investment Counsel Fairhaven, MA Sep 1999 - Current 24
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 1993
Contact Info for Paige J. Roth
,
Phone Number: (508) 993-0336
Firm Website: https://pinehaveninv.com/
Registered State(s):
  • MA
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Current Firm Details
Pine Haven Investment Counsel, Inc.
Firm's CRD Number: 129365
By the Numbers
  • Total Assets Under Management
    152
    MILLIONS
  • Total Number of Accounts
    286
    ACCOUNTS
  • Average Account Value
    $532,752
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

CA, MA, MT, NH, OR, WA

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