Pearson Financial Services

Pearson Financial Services (CRD# 130143) is a financial advisory firm headquartered in Dennis, MA. They serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • Educational seminars/workshops
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.

FL, MA, ME, NH, RI, VT

Financial Advisors at Pearson Financial Services
Showing 1 - 8 of 8 top financial advisors.
1
Bryan W. Bastoni
CRD#: 4457061
586 Main St, Dennis, MA 02638
96
Wealthminder
score

Bryan Bastoni (CRD# 4457061) is an Investment Advisor Representative working at Pearson Financial Services in Dennis, MA and has over 10 years of experience in the finance industry. Bryan Bastoni has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Christopher T. Dupee
CRD#: 4672762
586 Main St, Dennis, MA 02638
93
Wealthminder
score

Christopher Dupee (CRD# 4672762) is an Investment Advisor Representative working at Pearson Financial Services in Dennis, MA and has over 14 years of experience in the finance industry.

3
Coral A. Murphy
CRD#: 3145896
586 Main St, Dennis, MA 02638
93
Wealthminder
score

Coral Murphy (CRD# 3145896) is an Investment Advisor Representative working at Pearson Financial Services in Dennis, MA and has over 18 years of experience in the finance industry.

4
John W. Ward
CRD#: 1773850
586 Main St, Dennis, MA 02638
93
Wealthminder
score

John Ward (CRD# 1773850) is an Investment Advisor Representative working at Pearson Financial Services in Dennis, MA and has over 11 years of experience in the finance industry.

5
Louis J. Beaulieu
CRD#: 5123098
Venetia Bay Executive Centre, 901 Venetia Bay Blvd., Suite 250, Venice, FL 34285
90
Wealthminder
score

Louis Beaulieu (CRD# 5123098) is an Investment Advisor Representative working at Pearson Financial Services in Venice, FL and has 1 year of experience in the finance industry.

6
William E. Lord
CRD#: 5451273
586 Main St, Dennis, MA 02638
90
Wealthminder
score

William Lord (CRD# 5451273) is an Investment Advisor Representative working at Pearson Financial Services in Dennis, MA and has 1 year of experience in the finance industry.

7
Debra L. Coccoro
CRD#: 6543508
586 Main St, Dennis, MA 02638
87
Wealthminder
score

Debra Coccoro (CRD# 6543508) is an Investment Advisor Representative working at Pearson Financial Services in Dennis, MA and has 1 year of experience in the finance industry.

8
Kathleen Fowler
CRD#: 5184846
586 Main Street, Po Box 2018, Dennis, MA 02638
87
Wealthminder
score

Kathleen Fowler (CRD# 5184846) is an Investment Advisor Representative working at Pearson Financial Services in Dennis, MA and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.