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
500 E. Washington St, #23, North Attleboro, MA 02760
https://pfs360llc.com/
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MA, RI

Financial Advisors at Proactive Financial Solutions 360, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Christopher Gauthier, financial advisor North Attleboro MA
Christopher D. Gauthier
CRD#: 4861803
500 E. Washington St, #23, North Attleboro, MA 02760

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, financial advisor North Attleboro MA
Vannak Sao
CRD#: 5413315
500 E. Washington St, #23, North Attleboro, MA 02760

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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