Executive Financial Services, Inc.
Executive Financial Services, Inc. (CRD# 116839) is a financial advisory firm headquartered in , . They manage $12,000,000 in 85 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Executive Financial Services, Inc.
By the Numbers
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Total Assets Under Management12MILLION
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Total Number of Accounts85ACCOUNTS
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Average Account Value$141,176
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NH
Financial Advisors at Executive Financial Services, Inc.
1
Wendell Stewart (CRD# 1300285) is an Investment Advisor Representative working at Executive Financial Services, Inc. in Windham, NH and has over 39 years of experience in the finance industry.
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