Advisor at Client Priority Financial Advisors LLC
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Firm
Client Priority Financial Advisors LLC
Location
Plymouth, MA
Credentials
CFA®, Series 63
Industry experience
12 years
Laurence Pike is a CFA® charterholder with 11 years of industry experience and has served as the sole advisor at Client Priority Financial Advisors LLC since 2014. He holds the Series 63 license and operates his practice from Plymouth, MA. Client Priority Financial Advisors LLC provides financial planning and investment advice to individuals, families, and nonprofit/charitable organizations. The firm employs a low-cost, buy-and-hold investment approach focused on index funds and ETFs, complemented by comprehensive financial planning tailored to clients’ goals and risk tolerance.
Based on Client Priority Financial Advisors LLC
Based on Client Priority Financial Advisors LLC
$400 per hour
Fee-only: $400 per hour of service
Plymouth, MA
Massachusetts · New York
Client Priority Financial Advisors LLC
2014 - Present (12 years)
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Trust company
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Real estate agent
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Other specialized services
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