Sechrest Financial Services
Sechrest Financial Services (CRD# 128688) is a financial advisory firm headquartered in Acton, MA. They manage $101,304,000 in 44 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management101MILLION
Total Number of Accounts44ACCOUNTS
Average Account Value$2,302,364
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Jarod Bloom (CRD# 4551487) is an Investment Advisor Representative working at Sechrest Financial Services in Acton, MA and has over 16 years of experience in the finance industry. Jarod Bloom 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.
Cynthia Sechrest (CRD# 4723958) is an Investment Advisor Representative working at Sechrest Financial Services in Acton, MA and has over 14 years of experience in the finance industry.