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).
Current Firm Details
By the Numbers
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Total Assets Under Management63MILLION
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Total Number of Accounts146ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, FL
Financial Advisors at Financial Vision Advisory Services, LLC
1
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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