Craig Duvarney, Cfp

Craig Duvarney, Cfp (CRD# 126911) is a financial advisory firm headquartered in Acton, MA. They manage $265,172,710 in 643 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
30 Great Road, Suite 201, Acton, MA 01720
http://www.craigduvarney.com
By the Numbers
  • Total Assets Under Management
    265
    MILLION
  • Total Number of Accounts
    643
    ACCOUNTS
  • Average Account Value
    $412,399
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, NH, RI, TX

Financial Advisors at Craig Duvarney, Cfp
Showing 1 - 1 of 1 top financial advisors.
1
Craig Duvarney, financial advisor Acton MA
Craig D. Duvarney
CRD#: 3192550
30 Great Road, Suite 201, Acton, MA 01720

Craig Duvarney (CRD# 3192550) is an Investment Advisor Representative working at Craig Duvarney, Cfp in Acton, MA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals