Cfs Financial, LLC
Cfs Financial, LLC (CRD# 173972) is a financial advisory firm headquartered in Salem, MA. They manage $1,582,087 in 7 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Cfs Financial, LLC
By the Numbers
-
Total Assets Under Management2MILLION
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Total Number of Accounts7ACCOUNTS
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Average Account Value$226,012
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NJ
Financial Advisors at Cfs Financial, LLC
1
Matthew Carpenter (CRD# 5849681) is an Investment Advisor Representative working at Cfs Financial, LLC in Salem, MA and has over 13 years of experience in the finance industry.
2
William Rabbitt (CRD# 5593227) is an Investment Advisor Representative working at Cfs Financial, LLC in Salem, MA and has over 9 years of experience in the finance industry.
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