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Senior Vice President and Director of Financial Planning · Bristol Wealth Group

Carl M. Begin

CRD 3048768 · Named on Form ADV at one SEC-registered adviser

At a glance

Bristol Wealth Group, an SEC-registered wealth manager based in Taunton, MA with $986 million in regulatory assets, lists Carl M. Begin on its Form ADV as Senior Vice President and Director of Financial Planning, a control person.

Firms and roles

  • Bristol Wealth GroupSenior Vice President and Director of Financial PlanningWealth manager · Taunton, MA · $986M in regulatory assets

AtlasMembers

Carl’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Louis M. RicciardiPresident and Chief Executive Officer, Bristol Wealth Group
  • Dean R. LarabeeChief Operating Officer and Chief Compliance Officer, Bristol Wealth Group

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Carl’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.