Sound View Financial Advisors
Sound View Financial Advisors (CRD# 154732) is a financial advisory firm headquartered in Walpole, MA. They manage $6,486,202 in 15 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts15ACCOUNTS
Average Account Value$432,413
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Susan Brown (CRD# 5030303) is an Investment Advisor Representative working at Sound View Financial Advisors in Walpole, MA and has 1 year of experience in the finance industry. Susan Brown 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.