Jody Davignon (CRD# 5658862) is an Investment Advisor Representative working at Farrow Financial Inc. in Randolph, VT and has 1 year of experience in the finance industry. Jody Davignon 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# 4549814
Granite Value Capital, LLC
CRD# 6147027
Esi Financial Advisors
CRD# 4171657
Summit Wealth Group LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Farrow Financial, Inc. | Randolph, VT | Mar 2020 - Current | 4 |
| Farrow Financial Inc. | Randolph, VT | May 2000 - Mar 2020 | 19 |
- VT
-
Total Assets Under Management228MILLIONS
-
Total Number of Accounts525ACCOUNTS
-
Average Account Value$434,124
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, FL, LA, MA, ME, NE, NH, NY, TX, VT
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