Pearson Financial Services

Pearson Financial Services (CRD# 130143) is a financial advisory firm headquartered in Dennis, MA. They serve the financial needs of clients across 12 states (or territories).

Current Firm Details
586 Main St, Dennis, MA 02638
http://www.spearsonfinancial.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, CT, FL, MA, ME, NH, NJ, NY, RI, TX, VA, VT

Financial Advisors at Pearson Financial Services
Showing 1 - 6 of 6 top financial advisors.
1
Bryan Bastoni, financial advisor Venice FL
Bryan W. Bastoni
CRD#: 4457061
871 Venetia Bay Blvd., Suite 300a, Venice, FL 34285

Bryan Bastoni (CRD# 4457061) is an Investment Advisor Representative working at Pearson Financial Services in Venice, FL and has over 16 years of experience in the finance industry.

2
Debra Coccoro, financial advisor Dennis MA
Debra L. Coccoro
CRD#: 6543508
586 Main St, Dennis, MA 02638

Debra Coccoro (CRD# 6543508) is an Investment Advisor Representative working at Pearson Financial Services in Dennis, MA and has 1 year of experience in the finance industry.

3
Christopher Dupee, financial advisor Venice FL
Christopher T. Dupee
CRD#: 4672762
871 Venetia Bay Blvd., Suite 300a, Venice, FL 34285

Christopher Dupee (CRD# 4672762) is an Investment Advisor Representative working at Pearson Financial Services in Venice, FL and has over 20 years of experience in the finance industry.

4
Kathleen Fowler, financial advisor Dennis MA
Kathleen Fowler
CRD#: 5184846
586 Main Street, Po Box 2018, Dennis, MA 02638

Kathleen Fowler (CRD# 5184846) is an Investment Advisor Representative working at Pearson Financial Services in Dennis, MA and has 1 year of experience in the finance industry.

5
William Lord, financial advisor Venice FL
William E. Lord
CRD#: 5451273
871 Venetia Bay Blvd., Suite 300a, Venice, FL 34285

William Lord (CRD# 5451273) is an Investment Advisor Representative working at Pearson Financial Services in Venice, FL and has 1 year of experience in the finance industry.

6
Coral Murphy, financial advisor Dennis MA
Coral A. Murphy
CRD#: 3145896
586 Main St, Dennis, MA 02638

Coral Murphy (CRD# 3145896) is an Investment Advisor Representative working at Pearson Financial Services in Dennis, MA and has over 24 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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