Deborah MaherCRD Number: 7429053
Current Firm: Otto & Associates, Inc.
Deborah Maher (CRD# 7429053) is an Investment Advisor Representative working at Otto & Associates, Inc. in Norwich, VT and has 1 year of experience in the finance industry. Deborah Maher 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.
Granite Value Capital, LLC
Summit Wealth Group LLC
Dattilio & Ash Capital Management, LLC
|Otto & Associates, Inc.||Norwich, VT||Feb 1997 - Current||26|
Total Assets Under Management194MILLIONS
Total Number of Accounts579ACCOUNTS
Average Account Value$335,846
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CT, FL, NC, NH, NY, TX, VT
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