Champlain Valley Financial Services, LLC

Champlain Valley Financial Services, LLC (CRD# 286292) is a financial advisory firm headquartered in , . They manage $8,526,292 in 79 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $107,928
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
The map below shows states where this firm has explicit registration only.

NY, VT

Financial Advisors at Champlain Valley Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Douglas Dailey, financial advisor Williston VT
Douglas A. Dailey
CRD#: 2891357
Williston, VT

Douglas Dailey (CRD# 2891357) is an Investment Advisor Representative working at Champlain Valley Financial Services, LLC in Williston, VT and has over 26 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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