Cecil
Staton
Origin Financial
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About this Advisor
Cecil Staton is a certified financial planner who works out of Boston, Massachusetts with a total of 1 year of industry experience. Staton is an employee of Origin Financial. Their career trajectory has included roles at Smith & Howard Wealth Management, LLC, Nova Wealth Management Group, LLC, Buckingham Strategic Wealth, LLC, Arch Financial Planning, LLC, Blend Financial Inc Dba Origin Financial and University Of Georgia. Staton is registered to advise clients in Georgia. Origin Financial is a registered investment company operating out of Boston, MA. It oversees $478 thousand in total assets across its 23 accounts, placing it among the smaller financial advisory firms in the country by assets under management. Origin Financial performs a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees charged by Origin Financial most likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Origin Financial Brokerage Details
$478,000
219
23
$20,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Cecil Staton Work History
Cecil has been registered as a financial advisor for 1 years.*
Arch Financial Planning, LLC
Blend Financial Inc Dba Origin Financial
Buckingham Strategic Wealth, LLC
Nova Wealth Management Group, LLC
Smith & Howard Wealth Management, LLC
University Of Georgia
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cecil Staton 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 Origin Financial
Boston, MA
Boston, MA
Grovetown, GA
Boston, MA
Saunderstown, RI
Fort Worth, TX
Boston, MA
Culver City, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
