ME
Marilyn W. Edgerton
FINANCIAL ADVISORY SERVICES
Gaysville, VT
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CRD#: 4876054
ME
Professional summary
Marilyn Wilson Edgerton, CFP® is a registered financial advisor currently at FINANCIAL ADVISORY SERVICES located in Gaysville, Vermont.
Marilyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Marilyn has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Marilyn Wilson Edgerton'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®
Experience
Current
July 1, 1994 - Present
FINANCIAL ADVISORY SERVICES
RIA
CRD#: 132106
Gaysville, VT
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(7/1/1994)
IAR
Vermont(1/26/2021)
Exams
Current Firm
FA
FINANCIAL ADVISORY SERVICES
EDGERTON, MARILYN WILSON | FINANCIAL ADVISORY SERVICES
CRD#: 132106 / SEC#:
Massachusetts
Registered Investment Advisory firm - (7/1/1994 Approved)Vermont
Registered Investment Advisory firm - (1/26/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Gaysville, VT
Mailing Address
Po Box 134, Gaysville, VT 05746
Phone number
(802) 234-5106
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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