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Carl Michael Begin

Bristol Wealth Group

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About Carl Michael Begin

Carl Michael Begin is a financial advisor who has been in the industry since 1998. Carl has experience with various firms including Washington Square Securities, Inc., Putnam Mutual Funds Corp., and Raymond James Financial Services, Inc.. Currently, Carl is registered with Bristol Wealth Group. He is a Certified Financial Planner and Chartered Financial Consultant, specializing in both individual and business investment portfolio management.

Firm Information

Carl Begin is currently registered with Bristol Wealth Group. Bristol Wealth Group, based in Taunton, MA, provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and other institutions. With over $754 million in regulatory assets under management, they serve a diverse clientele, including individuals, charitable organizations, and businesses. They have a team of 5 registered representatives and investment advisor representatives.
Bristol Wealth Group

35 BROADWAY

TAUNTON, MA 02780

$754.42M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carl Begin’s Registration & Firm History

MA

10/23/2024 - Present

Bristol Wealth Group (ATTLEBORO MA)

MA

05/09/2018 - 06/28/2024

RAYMOND JAMES FINANCIAL SERVICES, INC. (TAUNTON MA)

CT

11/23/1998 - 02/05/1999

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

MA

06/25/1998 - 12/01/1998

PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 06/18/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/19/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2018

Series 7 - General Securities Representative Examination

BC

Issued 06/22/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carl Michael Begin.
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