Latimer Eddy, financial advisor Westfield MA

Latimer Eddy

CRD Number: 2581148
Current Firm: L. B. Eddy

Latimer Eddy (CRD# 2581148) is an Investment Advisor Representative working at L. B. Eddy in Westfield, MA and has over 29 years of experience in the finance industry. Latimer Eddy 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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Professional Designations
Company Name Location Dates Years
Latimer B. Eddy, Cfp Westfield, MA Mar 1993 - Current 31
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 1995
Contact Info for Latimer B. Eddy
Phone Number: 4136265500
Registered State(s):
  • MA
Current Firm Details
L. B. Eddy
Firm's CRD Number: 130483
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $396,205
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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

MA

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