Portfoliofix, LLC

Portfoliofix, LLC (CRD# 172098) is a financial advisory firm headquartered in Beverly, MA. They serve the financial needs of clients across 1 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
Advisory Services Offered
  • 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
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.

MA

Financial Advisors at Portfoliofix, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brian T. Eddy
CRD#: 4125425
100 Cummings Center, Suite 207-p, Beverly, MA 01915
92
Wealthminder
score

Brian Eddy (CRD# 4125425) is an Investment Advisor Representative working at Portfoliofix, LLC in Beverly, MA and has over 3 years of experience in the finance industry. Brian Eddy 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.

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