Advisor at Laflam and Haggerty Investment Advisers Corp.
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Firm
Laflam and Haggerty Investment Advisers Corp.
Location
Southampton, MA
Credentials
Series 65
Industry experience
21 years
V. Laflam is a Series 65 licensed financial advisor with over 21 years of industry experience. He has been with Laflam and Haggerty Investment Advisers Corp. since 1999 and is also a partner at Laflam and Haggerty, CPAs, an accounting firm he has been affiliated with since 1992. Laflam and Haggerty Investment Advisers Corp. is a fee-only registered investment adviser managing approximately $49.7 million in discretionary assets for individuals, trusts, estates, partnerships, corporations, and pension or profit-sharing plans. The firm focuses on fundamental security analysis and asset allocation across stocks, REITs, and fixed income, offering fully discretionary trading and ongoing portfolio reviews, with an affiliation to a local CPA practice providing additional tax and financial planning services.
Based on Laflam and Haggerty Investment Advisers Corp.
Based on Laflam and Haggerty Investment Advisers Corp.
1% annually, billed quarterly in advance at 0.25% per quarter
Fee-only: Fee only investment adviser; no commissions or other compensation from product sales
Southampton, MA
Massachusetts
Laflam and Haggerty Investment Advisers Corp.
1999 - Present (27 years)
Laflam and Haggerty, CPAs
1992 - Present (34 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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