Msi Financial Services, Inc.
Msi Financial Services, Inc. (CRD# 14251) is a financial advisory firm headquartered in Springfield, MA. They manage $13,803,739,189 in 105,831 accounts and serve the financial needs of clients across 49 states (or territories).
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Total Assets Under Management13,804MILLION
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Total Number of Accounts105,831ACCOUNTS
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Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Carlton Anderson (CRD# 2946790) is an Investment Advisor Representative working at Metlife Securities Inc. in Stamford, CT and has over 20years of experience in the finance industry.
Robert Berman (CRD# 5499720) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Boston, MA and has over 11 years of experience in the finance industry.
Darren Blanchard (CRD# 3110353) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Vancouver, WA and has over 18 years of experience in the finance industry.
Andre Dawkins (CRD# 4585817) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Virginia Beach, VA and has over 5 years of experience in the finance industry.
Gary Dionne (CRD# 2384646) is an Investment Advisor Representative working at Metlife Securities Inc. in Laconia, NH and has over 22 years of experience in the finance industry.
Brandon Friday (CRD# 5567890) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Philadelphia, PA and has over 10 years of experience in the finance industry.
Kyle Greenwell (CRD# 6403304) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Franklin, TN and has over 4 years of experience in the finance industry.
Levi Haight (CRD# 4743213) is an Investment Advisor Representative working at LPL Financial in Spring Lake, MI and has over 11 years of experience in the finance industry.