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| Featured Business |
Financial Advisor in Tequesta, FL |
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About Cary Stamp & Company |
| Our advisory team provides sophisticated wealth management and financial solutions founded on fiduciary principles. For those who have a need for planning, we create principled, holistic plans that align with your goals and aspirations, needs, investment objectives, risk tolerance, and time horizon. |
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General Information |
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| Name of Broker/Dealer: |
COMMONWEALTH FINANCIAL NETWORK
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| States Willing to do Business in: |
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| Years of Experience in Financial Services: |
8
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| Number of Years with Current Firm: |
8
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| I work with the following types of clients: |
Non-Profit Organizations, Businesses, Individual Investors
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Services |
| Investment Types: |
Alternative Investments, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
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| I can meet clients in the following ways: |
At my office, At your office, At your home, Via phone, Via email
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Chartered Financial Consultant (ChFC®)
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| Securities Licenses: |
Series 66, Series 7
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation and Fees |
| Fee Structure: |
I am a fee-based financial professional
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| Minimum Portfolio Size for New Managed Accounts: |
$100k+
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| Compensation Methods: |
Hourly, Based on Assets, Flat Fee
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| Prepared By: |
Daniel Roth, ChFC® |
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