Leonard HirstCRD Number: 1235202
Current Firm: Cwm, LLC
Leonard Hirst (CRD# 1235202) is an Investment Advisor Representative working at Cwm, LLC in New Bedford, MA and has over 23 years of experience in the finance industry. Leonard Hirst 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.
Four Ponds Financial Planning
Oppenheimer & Company Inc.
Msi Financial Services, Inc.
|Hirst Wealth Management, Inc.||Westport, MA||Jan 2009 - Current||7|
|Hirst Law Offices||Wesport, MA||Jan 2003 - Current||13|
|Hirst Wealth Management, Inc.||Fall River, MA||Jul 2002 - Dec 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1997|
|S65||NASAA Investment Advisors Law Examination||Jun 1993|
Total Assets Under Management3,126MILLIONS
Total Number of Accounts14,804ACCOUNTS
Average Account Value$211,177
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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