Essex Financial Advisors, LLC

Essex Financial Advisors, LLC (CRD# 128826) is a financial advisory firm headquartered in Topsfield, MA. They manage $110,105,313 in 142 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    142
    ACCOUNTS
  • Average Account Value
    $775,390
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
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, NH, NY

Financial Advisors at Essex Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David E. Bunker
CRD#: 2986602
58 Main Street, Topsfield, MA 01983
93
Wealthminder
score

David Bunker (CRD# 2986602) is an Investment Advisor Representative working at Essex Financial Advisors, LLC in Topsfield, MA and has over 19 years of experience in the finance industry.

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