Champlain Valley Financial Services, LLC
Champlain Valley Financial Services, LLC (CRD# 286292) is a financial advisory firm headquartered in , . They manage $8,526,292 in 79 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Champlain Valley Financial Services, LLC
By the Numbers
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Total Assets Under Management9MILLION
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Total Number of Accounts79ACCOUNTS
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Average Account Value$107,928
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- 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.
NY, VT
Financial Advisors at Champlain Valley Financial Services, LLC
1
Douglas Dailey (CRD# 2891357) is an Investment Advisor Representative working at Champlain Valley Financial Services, LLC in Williston, VT and has over 26 years of experience in the finance industry.
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