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RFG - BRISTOL WEALTH ADVISORS, LLC
RFG - BRISTOL WEALTH ADVISORS, LLC
BRISTOL WEALTH GROUP
TAUNTON, Massachusetts
·
3 registered advisors
·
CRD# 330145
SEC# 801-130278
1
(508) 738-6248
01
Firm Overview
AUM
$754M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at RFG - BRISTOL WEALTH ADVISORS, LLC
3 registered advisors
Carl Michael Begin
TAUNTON, Massachusetts
CRD# 3048768
Dean Roger Larabee
TAUNTON, Massachusetts
CRD# 2932134
Louis Michael Ricciardi
TAUNTON, Massachusetts
CRD# 1010465
05
Office Locations
TAUNTON, Massachusetts
3 advisors
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Data sourced from SEC Form ADV filings. RFG - BRISTOL WEALTH ADVISORS, LLC (CRD# 330145) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.