Avery Rock Financial, LLC

Avery Rock Financial, LLC (CRD# 319132) is a financial advisory firm headquartered in Bangor, ME. They manage $2,800,000 in 42 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1147 Hammond Street, Suite 3, Bangor, ME 04401
https://www.linkedin.com/company/avery-rock-financial-llc/
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $66,667
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ME

Financial Advisors at Avery Rock Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Giles, financial advisor Corinth ME
David L. Giles
CRD#: 7506302
Corinth, ME

David Giles (CRD# 7506302) is an Investment Advisor Representative working at Avery Rock Financial, LLC in Corinth, ME and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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