Course Pilot Financial LLC

Course Pilot Financial LLC (CRD# 140051) is a financial advisory firm headquartered in , . They manage $2,000,000 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $80,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Course Pilot Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael G. Langford
CRD#: 2668205
,
93
Wealthminder
score

Michael Langford (CRD# 2668205) is an Investment Advisor Representative working at Course Pilot Financial LLC in , and has over 11 years of experience in the finance industry.

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