Financial Transparency

Financial Transparency (CRD# 297713) is a financial advisory firm headquartered in , . They manage $295,289,685 in 508 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    295
    MILLION
  • Total Number of Accounts
    508
    ACCOUNTS
  • Average Account Value
    $581,279
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IA, IL, MA, MI, NC, NH, TX

Financial Advisors at Financial Transparency
Showing 1 - 10 of 15 top financial advisors.
1
William J. Bresett
CRD#: 4484379
809 North Street, Pittsfield, MA 01201

William Bresett (CRD# 4484379) is an Investment Advisor Representative working at Financial Transparency in Pittsfield, MA and has over 22 years of experience in the finance industry.

2
Daniel W. Doherty
CRD#: 3256013
8 Essex Center Drive, Peabody, MA 01960

Daniel Doherty (CRD# 3256013) is an Investment Advisor Representative working at Financial Transparency in Peabody, MA and has over 23 years of experience in the finance industry.

3
Bernard L. Donohue
CRD#: 4028837
Greensboro, NC

Bernard Donohue (CRD# 4028837) is an Investment Advisor Representative working at Financial Transparency in Greensboro, NC and has over 24 years of experience in the finance industry.

4
Everett R. Ferguson
CRD#: 2918548
Greensboro, NC

Everett Ferguson (CRD# 2918548) is an Investment Advisor Representative working at Financial Transparency in Greensboro, NC and has over 26 years of experience in the finance industry.

5
Thomas J. Giardina
CRD#: 4484176
809 North Street, Pittsfield, MA 01201

Thomas Giardina (CRD# 4484176) is an Investment Advisor Representative working at Financial Transparency in Pittsfield, MA and has over 22 years of experience in the finance industry.

6
Charles E. Gilligan
CRD#: 1910217
Sun Lakes, AZ

Charles Gilligan (CRD# 1910217) is an Investment Advisor Representative working at Financial Transparency in Sun Lakes, AZ and has over 21 years of experience in the finance industry.

7
Emily T. Keagle
CRD#: 4429868
Greensboro, NC

Emily Keagle (CRD# 4429868) is an Investment Advisor Representative working at Financial Transparency in Greensboro, NC and has over 22 years of experience in the finance industry.

8
Joshua R. Keagle
CRD#: 5844366
Greensboro, NC

Joshua Keagle (CRD# 5844366) is an Investment Advisor Representative working at Financial Transparency in Greensboro, NC and has over 12 years of experience in the finance industry.

9
Michael J. Macdonald
CRD#: 736552
2300 Contra Costa Blvd, Suite 175, Pleasant Hill, CA 94523

Michael Macdonald (CRD# 736552) is an Investment Advisor Representative working at Financial Transparency in Pleasant Hill, CA and has over 27 years of experience in the finance industry.

10
Anthony J. Madonia
CRD#: 4473550
2700 S. River Road, Suite 115, Des Plaines, IL 60018

Anthony Madonia (CRD# 4473550) is an Investment Advisor Representative working at Financial Transparency in Des Plaines, IL and has over 7 years of experience in the finance industry.

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