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LE

Latimer B. Eddy

L. B. EDDY
WESTFIELD, MA 01085
Some features on this profile are disabled
CRD#: 2581148
LE

Professional summary

Latimer Ballou Eddy, who also goes by Latimer Eddy, is a registered financial advisor currently at L. B. EDDY located in Westfield, Massachusetts.

Latimer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Latimer has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Latimer Eddy

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Latimer Ballou Eddy's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 12, 2004 - Present

L. B. EDDY

Office #1: 507 Southampton Road, Westfield, MA 01085
RIA
CRD#: 130483
WESTFIELD, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(5/12/2004)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/12/1995
Uniform Investment Adviser Law Examination

Current Firm

LB
L. B. EDDY
EDDY, LATIMER BALLOU | LATIMER B. EDDY, CFP | L. B. EDDY

CRD#: 130483 / SEC#:

Massachusetts
Registered Investment Advisory firm - (4/14/1994 Approved)
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Contact information

Main Address
Southwick, MA
Mailing Address
Phone number
(413) 626-5500
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts9
AUM (Assets Under Management)$ 15,735,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

L. B. EDDY

CRD#: 130483Westfield, MA 01085

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