Labib Fasihuddin (CRD# 6485620) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 6 years of experience in the finance industry. Labib Fasihuddin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Connecticut Wealth Management, LLC | Farmington, CT | Jan 2023 - Current | 1 |
| Connecticut Wealth Management, LLC | Farmington, CT | Jan 2020 - Jan 2023 | 3 |
| Connecticut Wealth Management, LLC | Farmington, CT | Aug 2017 - Dec 2019 | 2 |
| University Of Connecticut - Recreation | Storrs, CT | Sep 2014 - May 2017 | 2 |
| University Of Connecticut | Storrs, CT | Sep 2013 - May 2017 | 3 |
| Northwestern Mutual | West Hartford, CT | Jun 2015 - Dec 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
- CT
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Total Assets Under Management3,168MILLIONS
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Total Number of Accounts1,388ACCOUNTS
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Average Account Value$2,282,646
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WA
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