Liam
Wallace
New England Capital Financial Advisors LLC
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About this Advisor
Liam Wallace is a financial advisor based in Meriden, Connecticut, working with New England Capital Financial Advisors LLC. Liam has previously held positions at Gorton'S Inc, Full-Time Education, Fairwater Investments LLC, Yale University School Of Medicine, Garvey, Steele, & Bancroft, Llp, and New England Capital Financial Advisors, LLC. Liam has passed the Series 65 regulatory exam and is registered to provide services in Connecticut. Currently, Liam is part of New England Capital Financial Advisors LLC, which operates out of Meriden, Connecticut. The firm has 11 employees and manages assets totaling $528.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at New England Capital Financial Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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New England Capital Financial Advisors LLC Brokerage Details
$528,837,865
11
2,708
$195,287
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Liam Wallace Work History
New England Capital Financial Advisors, LLC
Fairwater Investments LLC
Yale University School Of Medicine
Gorton'S Inc
Garvey, Steele, & Bancroft, Llp
Full-Time Education
Disclosures
Please visit the SEC profile of Liam Wallace to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at New England Capital Financial Advisors LLC
Meriden, CT
Meriden, CT
Meriden, CT
Meriden, CT
Meriden, CT
Meriden, CT
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