John Seagrave (CRD# 6766338) is an Investment Advisor Representative working at Barron Financial Group, LLP in Torrington, CT and has over 7 years of experience in the finance industry. John Seagrave 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# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Barron Financial Group, LLC | Torrington, CT | Mar 2017 - Current | 7 |
| Uconn Athletics | Storrs, CT | Aug 2014 - Feb 2017 | 2 |
| Uconn Athletics | Storrs, CT | May 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
- CT
-
Total Assets Under Management132MILLIONS
-
Total Number of Accounts446ACCOUNTS
-
Average Account Value$295,139
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
CT, FL, NH, NY, SC
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