William
Bresett
Financial Transparency
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About this Advisor
William Bresett is a financial advisor based in Pittsfield, Massachusetts, working with Financial Transparency. William has previously held positions at Cssc Brokerage Services, Inc, Trustee Empowerment & Protection, Inc, Giardina & Bresett, Envision Financial Transparency, LLC, and Cssc Insurance Services, Inc. William has passed the Series 66 regulatory exam and is registered to provide services in Florida and Massachusetts. Currently, William is part of Financial Transparency, which operates out of Pittsfield, Massachusetts. The firm has 12 offices and 15 employees. The firm manages assets totaling $295.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Financial Transparency includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Transparency Brokerage Details
$295,289,685
15
508
$581,279
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
William Bresett Work History
Envision Financial Transparency, LLC
Giardina & Bresett
Cssc Brokerage Services, Inc
Trustee Empowerment & Protection, Inc
Cssc Insurance Services, Inc
Disclosures
Please visit the SEC profile of William Bresett 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 Financial Transparency
Greensboro, NC
Greensboro, NC
Greensboro, NC
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Sun Lakes, AZ
Greensboro, NC
Salisbury, NH
Peabody, MA
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