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
By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CT, FL

Financial Advisors at Twenty-first Century Financial Advisors Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Craig S. Lappen
CRD#: 1726355
5071 Se Burning Tree Cir, Stuart, FL 34997

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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