Eileen
Esposito
Professional Planning Group
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About this Advisor
Eileen Esposito is a financial advisor working in Westerly, Rhode Island who has 27 years of industry experience. Esposito is currently employed by Professional Planning Group. Their career trajectory has included roles at New England Professional Planning Group, Professional Planning Group and Raymond James Financial Services, Inc. Esposito maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Rhode Island and Texas. Professional Planning Group is a registered investment company based out of Westerly, RI. It manages $937 million in assets under management among its 2,378 client accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm serves nine charitable organizations. Of its 2,378 accounts, 21% are held by high-net-worth individuals who have greater than $1 million in assets. The company provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules typically vary depending on the services offered. However, fee types billed by Professional Planning Group can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Professional Planning Group Brokerage Details
$937,180,405
18
2,378
$394,104
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Eileen Esposito Work History
Eileen has been registered as a financial advisor for 27 years.*
New England Professional Planning Group
Professional Planning Group
Raymond James Financial Services, Inc
*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 Eileen Esposito 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 Planning Group
Westerly, RI
Westerly, RI
Westerly, RI
Westerly, RI
Westerly, RI
Westerly, RI
Westerly, RI
Westerly, RI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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.
