V. B. Laflam

LAFLAM AND HAGGERTY INVESTMENT ADVISERS

SOUTHAMPTON, MA

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CRD#: 4724856

Professional summary

V. Barry Laflam is a registered financial advisor currently at LAFLAM AND HAGGERTY INVESTMENT ADVISERS CORP. located in Southampton, Massachusetts.

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

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

LAFLAM AND HAGGERTY, CPAS 20 COOK ROAD SOUTHAMPTON, MASSACHUSETTS 01073 ACCOUNTING FIRM, NON INVESTMENT-RELATED PARTNER SINCE 10/1992 ONE HUNDRED FIFTY HOURS PER MONTH, NINETY DURING SECURITIES TRADING HOURS DUTIES INCLUDE SERVICES COMMONLY PROVIDED BY CPAS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view V. Barry Laflam'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

July 8, 2004 - Present

LAFLAM AND HAGGERTY INVESTMENT ADVISERS CORP.

RIA

CRD#: 129389

SOUTHAMPTON, 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
(7/8/2004)

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Exams

State Security Law Exam

IAR

Series 65

Date: 7/21/1999

Uniform Investment Adviser Law Examination

Current Firm

LAFLAM AND HAGGERTY INVESTMENT ADVISERS CORP.

CRD#: 129389 / SEC#:

Massachusetts

Registered Investment Advisory firm - (9/15/1999 Approved)

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Contact information

Main Address

Southampton, MA

Mailing Address

Phone number

(413) 527-9639

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	132
AUM (Assets Under Management)	$ 51,831,605

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/09/2025	Cover Page	Report
06/24/2024	Cover Page	Report
05/31/2023	Cover Page	Report

Red Flags

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V. B. Laflam

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view V. Barry Laflam's CRS (Customer Relationship Summary).

Certified licenses

Experience

LAFLAM AND HAGGERTY INVESTMENT ADVISERS CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/21/1999

Current Firm

LAFLAM AND HAGGERTY INVESTMENT ADVISERS CORP.

Contact information

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LAFLAM AND HAGGERTY INVESTMENT ADVISERS CORP.

TRUST BUT VERIFY

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