AlHargrave- Financial Advisor Tolland, CT

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About Al Hargrave

Since 1990, Willington Financial has provided financial, tax and accounting services to individuals and businesses. We strive to offer a robust financial planning process that puts our clients' needs first as we create customized financial plans.

Our goal is to create a long-term plan that protects your needs now while also planning for the future, in a tax efficient manner. Together, our experienced team will work with you to build a solid and lasting financial structure that will grow and create wealth for you and your family.

See Disclosures

General Information

Firm Start Year

1922

CRD#

4536957

Firm CRD#

10358

Name of Broker/Dealer

Cetera Financial Specialists LLC

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations, Trusts, Investment Clubs

Advisory Services Provided

Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Wealth Management, 401K Rollovers, Retirement Planning

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Securities Licenses

Series 6, Series 63, Series 65

Insurance and Annuity Licenses

Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life

Firm Information

Assets Managed by Advisor

$115,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Commissions, Flat Fee, Hourly, Based on Assets

Hourly Rate

$250

Education

BS - Economics

Brown University
09/01/1991 -05/31/1995

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891021/paladinregistry-Willington-Financial-detailed-disclosure.html

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Paladin Research Report For:

Al Hargrave

Willington Financial