Anne Christopulos, financial advisor Hyannis MA

Anne Christopulos

CRD Number: 2077885
Current Firm: West Branch Capital LLC

Anne Christopulos (CRD# 2077885) is an Investment Advisor Representative working at West Branch Capital LLC in Hyannis, MA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
West Branch Capital LLC Amherst, MA Oct 2016 - Current 7
Davis Financial Services, LLC Orleans, MA Oct 2008 - Apr 2017 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2001
Contact Info for Anne E. Christopulos
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    516
    MILLIONS
  • Total Number of Accounts
    1,238
    ACCOUNTS
  • Average Account Value
    $417,146
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, CO, CT, FL, LA, MA, ME, MI, NC, NH, NJ, NM, NY, OH, OR, PA, RI, TX, VA, VT, WA

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