Pen Facs Financial Services

Pen Facs Financial Services (CRD# 114039) is a financial advisory firm headquartered in , . They manage $28,758,422 in 38 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $756,801
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, NH

Financial Advisors at Pen Facs Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Ronald P. Degregorio
CRD#: 801468
Salem, NH
96
Wealthminder
score

Ronald Degregorio (CRD# 801468) is an Investment Advisor Representative working at Pen Facs Financial Services in Salem, NH and has over 33 years of experience in the finance industry. Ronald Degregorio 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.