D & P Investment Advisors, Ltd.
D & P Investment Advisors, Ltd. (CRD# 119631) is a financial advisory firm headquartered in Wakefield, RI. They manage $152,052,829 in 602 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
D & P Investment Advisors, Ltd.
By the Numbers
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Total Assets Under Management152MILLION
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Total Number of Accounts602ACCOUNTS
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Average Account Value$252,579
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
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA, NH, RI, TX
Financial Advisors at D & P Investment Advisors, Ltd.
1
Mark Provost (CRD# 4516166) is an Investment Advisor Representative working at D & P Investment Advisors, Ltd. in Wakefield, RI and has over 24 years of experience in the finance industry.
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