Douglas
Babcock
Professional Financial Management, Inc
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About this Advisor
Douglas Babcock is a financial advisor based in Bozeman, Montana, working with Professional Financial Management, Inc. Douglas has previously worked at Professional Financial Management and has passed the Series 63 regulatory exam. Douglas is registered to provide services in Alaska, California, Louisiana, Montana, and Texas. Currently, Douglas is part of Professional Financial Management, Inc, which is located in Bozeman, Montana. The firm has 2 employees and manages assets totaling $265.3 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Professional Financial Management, Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Professional Financial Management, Inc Brokerage Details
$265,256,270
2
655
$404,971
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Douglas Babcock Work History
Professional Financial Management
Disclosures
Please visit the SEC profile of Douglas Babcock 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 Professional Financial Management, Inc
Bozeman, MT
Bozeman, MT
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