Advisor at Afs Wealth Management Llc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Afs Wealth Management Llc
Location
Chester, VT 05143
Credentials
CFP®, Series 65
Industry experience
4 years
$0 - $500,000: 1.20% $500,001 - $2,500,000: 1.00% Over $2,500,000+: 0.80%
$75.00 per hour for financial consulting services
Account minimum: No minimum stated; firm may terminate accounts deemed too small to manage effectively
AFS Wealth Management LLC
2022 - Present (4 years)
SHP Wealth Management, LLC
2021 - 2022 (1 year)
Fisher Financial Advisors, LLC
2018 - 2021 (3 years)
University of Massachusetts Dartmouth
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Bellows Falls, VT
Edward Jones
CFP®, Series 66
Springfield, VT
Edward Jones
CFP®, Series 66
Claremont, NH
Edward Jones
ChFC®, Series 66
Springfield, VT
Edward Jones
Series 63, Series 66
Newtown Square, PA
VOYA Financial Advisors, Inc.
Series 63, Series 65
Claremont, NH
Citizens Securities, Inc.
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