ADVANCED GROUP FINANCIAL SERVICES, LLC

UTICA, New York·2 registered advisors·CRD# 151451
SEC# 801-1099560315-733-1010
01

Firm Overview

AUM
$28M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ADVANCED GROUP FINANCIAL SERVICES, LLC

2 registered advisors
Richard Kevin Carpenter
UTICA, New York
Robert Kenneth Watkins
UTICA, New York
05

Office Locations

UTICA, New York
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. ADVANCED GROUP FINANCIAL SERVICES, LLC (CRD# 151451) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.