Twenty-first Century Financial Advisors Inc.
Twenty-first Century Financial Advisors Inc. (CRD# 125690) is a financial advisory firm headquartered in , . They manage $57,217,058 in 41 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Twenty-first Century Financial Advisors Inc.
By the Numbers
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Total Assets Under Management57MILLION
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Total Number of Accounts41ACCOUNTS
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Average Account Value$1,395,538
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, FL
Financial Advisors at Twenty-first Century Financial Advisors Inc.
1
Craig Lappen (CRD# 1726355) is an Investment Advisor Representative working at Twenty-first Century Financial Advisors Inc. in Stuart, FL and has over 33 years of experience in the finance industry.
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