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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Toulmin Sargent is an Investment Advisor Representative at Bradley Foster & Sargent Inc. located in Hartford, CT. Christopher has been in the industry since January 2021. Christopher's primary registration is with the state of Connecticut. Christopher has passed the Series 65 Uniform Investment Adviser Law Examination. The firm's assets under management range from $1 billion to $10 billion. The firm primarily works with individuals, corporations and other businesses, charitable organizations, and high-net-worth individuals. The firm's main office is in Hartford, Connecticut.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CT
07/11/2022 - Present
Bradley Foster & Sargent Inc. (HARTFORD CT)
IA
Issued 07/09/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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