Carmen GrinkisCRD Number: 6281958
Current Firm: Aafcpas Wealth Management
Carmen Grinkis (CRD# 6281958) is an Investment Advisor Representative working at Aafcpas Wealth Management in Westborough, MA and has 1 year of experience in the finance industry. Carmen Grinkis 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.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
Commonwealth Financial Network
|Aafcpas Insurance, LLC||Westborough, MA||Oct 2016 - Current||1|
|Highsight, Llc Dba Aafcpas Wealth Management||Westborough, MA||Feb 2016 - Current||2|
|Income Protection Partners||Tiverton, RI||Feb 2010 - Current||8|
|Us Financial Advisors, LLC||Braintree, MA||Dec 2013 - Jan 2016||2|
|Grinkis Insurance Agency||Tiverton, RI||Feb 2001 - Feb 2010||9|
|Corporate Compensation Plans||Danbury, CT||Dec 2008 - Dec 2009||1|
|Roster Financial||Voorheese, NJ||Apr 2007 - Aug 2008||1|
Total Assets Under Management193MILLIONS
Total Number of Accounts380ACCOUNTS
Average Account Value$508,421
- 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
- Pension consulting services
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