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Peter Leo Deschenes

BEACON FINANCIAL PLANNING, INC.·SOUTH EASTON, Massachusetts
Clean recordBEACON FINANCIAL PLANNING, INC.
45 BRISTOL DRIVE, SOUTH EASTON, MA 02375CRD# 4632664Firm CRD# 128757

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Leo Deschenes · SOUTH EASTON, MA
Registration
CRD #4632664 · BEACON FINANCIAL PLANNING, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Peter Leo Deschenes is a registered financial advisor based in SOUTH EASTON, Massachusetts, affiliated with BEACON FINANCIAL PLANNING, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
BEACON FINANCIAL PLANNING, INC.
BEACON FINANCIAL PLANNING, INC.
AUM
$143M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BEACON FINANCIAL PLANNING, INC. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4632664
Firm CRD# 128757
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Peter Leo Deschenes offer?
Peter Leo Deschenes specializes in Financial Planning, Investment Management. Contact their office in SOUTH EASTON, Massachusetts for a consultation.
What are Peter Leo Deschenes's credentials?
Peter Leo Deschenes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Leo Deschenes located?
Peter Leo Deschenes is based in SOUTH EASTON, Massachusetts, working with BEACON FINANCIAL PLANNING, INC.. Their office serves clients in the SOUTH EASTON metropolitan area and surrounding communities.
How does Peter Leo Deschenes charge for services?
Peter Leo Deschenes's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BEACON FINANCIAL PLANNING, INC.?
BEACON FINANCIAL PLANNING, INC. has approximately 6 employees and manages $143M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BEACON FINANCIAL PLANNING, INC.

Linda Barnes Gadkowski
SOUTH EASTON, MA
Walter Kendall Herlihy
SOUTH EASTON, MA

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Research
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