Financial Vision Advisory Services, LLC

Financial Vision Advisory Services, LLC (CRD# 120921) is a financial advisory firm headquartered in East Hartford, CT. They manage $36,071,531 in 230 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    230
    ACCOUNTS
  • Average Account Value
    $156,833
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.

CT

Financial Advisors at Financial Vision Advisory Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Vincent S. Winans
CRD#: 6125553
111 Founders Plaza, Suite 1202, East Hartford, CT 06108
90
Wealthminder
score

Vincent Winans (CRD# 6125553) is an Investment Advisor Representative working at Financial Vision Advisory Services, LLC in East Hartford, CT and has over 3 years of experience in the finance industry.

2
David M. Parent
CRD#: 2147880
111 Founders Plaza Suite 1202, East Hartford, CT 06108
83
Wealthminder
score

David Parent (CRD# 2147880) is an Investment Advisor Representative working at Financial Vision Advisory Services, LLC in East Hartford, CT and has over 24 years of experience in the finance industry.

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