Bulldog Financial Planning

Bulldog Financial Planning (CRD# 318804) is a financial advisory firm headquartered in , . They manage $1,337,000 in 11 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.instagram.com/bulldogfinancialplanning/
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $121,545
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, RI

Financial Advisors at Bulldog Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Patrick Randall, financial advisor Cumberland RI
Patrick M. Randall
CRD#: 5326843
Cumberland, RI

Patrick Randall (CRD# 5326843) is an Investment Advisor Representative working at Bulldog Financial Planning in Cumberland, RI and has over 16 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals