Proactive Financial Solutions 360, LLC
Proactive Financial Solutions 360, LLC (CRD# 304440) is a financial advisory firm headquartered in North Attleboro, MA. They manage $12,580,000 in 111 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Proactive Financial Solutions 360, LLC
By the Numbers
-
Total Assets Under Management13MILLION
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Total Number of Accounts111ACCOUNTS
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Average Account Value$113,333
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, RI
Financial Advisors at Proactive Financial Solutions 360, LLC
1
Christopher Gauthier (CRD# 4861803) is an Investment Advisor Representative working at Proactive Financial Solutions 360, LLC in North Attleboro, MA and has over 18 years of experience in the finance industry.
2
Vannak Sao (CRD# 5413315) is an Investment Advisor Representative working at Proactive Financial Solutions 360, LLC in North Attleboro, MA and has over 15 years of experience in the finance industry.
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