Craig Duvarney, Cfp
Craig Duvarney, Cfp (CRD# 126911) is a financial advisory firm headquartered in Acton, MA. They manage $265,172,710 in 643 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management265MILLION
-
Total Number of Accounts643ACCOUNTS
-
Average Account Value$412,399
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA, NH, RI, TX
Financial Advisors at Craig Duvarney, Cfp
1
Craig Duvarney (CRD# 3192550) is an Investment Advisor Representative working at Craig Duvarney, Cfp in Acton, MA and has over 25 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.