Vincent Financial Group

Vincent Financial Group (CRD# 151003) is a financial advisory firm headquartered in Arlington, MA. They manage $39,418,275 in 55 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $716,696
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NY

Financial Advisors at Vincent Financial Group
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey J. Vincent
CRD#: 2704182
22 Mill Street, Suite 303, Arlington, MA 02476
96
Wealthminder
score

Jeffrey Vincent (CRD# 2704182) is an Investment Advisor Representative working at Vincent Financial Group in Arlington, MA and has over 14 years of experience in the finance industry. Jeffrey Vincent 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.

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