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Dawn Autin Dupre

CCO INVESTMENT SERVICES CORP.·DEDHAM, Massachusetts
Unclaimed Profile
770 LEGACY PLACE, DEDHAM, MA 02026CRD# 2361976Firm CRD# 39550
01

About

Dawn Autin Dupre is a registered financial advisor based in DEDHAM, Massachusetts, affiliated with CCO INVESTMENT SERVICES CORP.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CITIZENS SECURITIES, INC.
CITIZENS SECURITIES, INC.
AUM
$7.3B
Regulatory assets under management
Employees
613
Total firm employees
View all advisors at CITIZENS SECURITIES, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2361976
Firm CRD# 39550
8 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dawn Autin Dupre offer?
Dawn Autin Dupre specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DEDHAM, Massachusetts for a consultation.
What are Dawn Autin Dupre's credentials?
Dawn Autin Dupre is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dawn Autin Dupre located?
Dawn Autin Dupre is based in DEDHAM, Massachusetts, working with CCO INVESTMENT SERVICES CORP.. Their office serves clients in the DEDHAM metropolitan area and surrounding communities.
How does Dawn Autin Dupre charge for services?
Dawn Autin Dupre's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CCO INVESTMENT SERVICES CORP.?
CCO INVESTMENT SERVICES CORP. has approximately 613 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in DEDHAM
Jason Cleveland Bugg — CITIZENS SECURITIES, INC.Diane Patricia Novak — CCO INVESTMENT SERVICES CORP.Eric Christopher Benz — FOX HILL WEALTH MANAGEMENTMark Stern Podolsky — SUSTAINABLE INVESTMENT SOLUTIONS, LLCJr. Charles Hazard — EXETER VENTURE MANAGEMENT COMPANY, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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