Financial ADVSR advisor directory · SEC adviser records
Pearson Financial Services financial advisors in Dennis, MA
Every SEC-registered investment adviser representative at a Pearson Financial Services office in Dennis, A to Z.
4 registered advisors work at Pearson Financial Services in Dennis, out of 4 at the firm nationwide; it ranks number 1 in the city by advisors. 1 list the CFP designation and 1 are also registered broker representatives.
Pearson Financial Services advisors in Dennis, A to Z
Every Pearson Financial Services advisor →- Bryan W. BastoniCertified Financial Planner · Also a broker rep
- Christopher T. DupeeInvestment adviser rep
- Kathleen FowlerInvestment adviser rep
- William E. LordChartered Financial Analyst
Pearson Financial Services advisors in every city and state →Pearson Financial Services: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many financial advisors does Pearson Financial Services have in Dennis?
4 investment adviser representatives are registered at Pearson Financial Services offices in Dennis, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.
Is Pearson Financial Services one of the largest advisor employers in Dennis?
Pearson Financial Services ranks number 1 in Dennis by registered advisors, ahead of every other firm.
How do I check a Pearson Financial Services advisor in Dennis?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Pearson Financial Services office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.