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).
Total Assets Under Management39MILLION
Total Number of Accounts55ACCOUNTS
Average Account Value$716,696
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.