Financial Vision Advisory Services, LLC

Financial Vision Advisory Services, LLC (CRD# 120921) is a financial advisory firm headquartered in East Hartford, CT. They manage $63,394,220 in 146 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    146
    ACCOUNTS
  • Average Account Value
    $434,207
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
The map below shows states where this firm has explicit registration only.

CT, FL

Financial Advisors at Financial Vision Advisory Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David M. Parent
CRD#: 2147880
111 Founders Plaza Suite 1202, East Hartford, CT 06108

David Parent (CRD# 2147880) is an Investment Advisor Representative working at Financial Vision Advisory Services, LLC in East Hartford, CT and has over 31 years of experience in the finance industry.

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