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FIRM PROFILE
Overview
WESTPORT FINANCIAL SERVICES, L.L.C. is located at 4651 Salisbury Road Suite 410, Jacksonville, FL 32256-6129 and was first established at Florida, Delaware in 09/19/1994. After operating for 31 years, WESTPORT FINANCIAL SERVICES, L.L.C. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of WESTPORT FINANCIAL SERVICES, L.L.C.’s clients are individuals and 0% of their clients are high net worth individuals. WESTPORT FINANCIAL SERVICES, L.L.C. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at WESTPORT FINANCIAL SERVICES, L.L.C. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access WESTPORT FINANCIAL SERVICES, L.L.C.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at WESTPORT FINANCIAL SERVICES, L.L.C.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for WESTPORT FINANCIAL SERVICES, L.L.C. Comes From
Understanding the Statistics for WESTPORT FINANCIAL SERVICES, L.L.C. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
4651 Salisbury Road Suite 410, Jacksonville, FL 32256-6129
4651 Salisbury Road Suite 410, Jacksonville, FL 32256-6129
Small
(203) 653-2430
Delaware since 09/19/1994
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at WESTPORT FINANCIAL SERVICES, L.L.C.
Jeremiah Joseph Reen JR
Patrick James Kendall
Robert Jordan Walter
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