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Featured Business Financial Advisor in Osterville, MA
Osterville Financial Advisors
Rockland Trust
57 West Bat Rd
Osterville, MA 02655
(508) 957-1199
Advisor Profile
Annette M Crowley CRPC®, LUTCF®
Name:  Annette M Crowley CRPC®, LUTCF®
Phone Number:  (508) 957-1199

About Rockland Trust

 

General Information

CRD#:    2764390
Insurance License#:    1722193
Name of Broker/Dealer:    LPL
Name of Custodial Firm:    Rockland Trust
States Licensed in:    MA, FL, CT TX
Years of Experience in Financial Services:    20
Number of Years with Current Firm:    1
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Retirement Planning Counselor (CRPC®), Life Underwriter Training Council Fellow (LUTCF)
Securities Licenses:    Series 26, Series 63, Series 65, Series 66, Series 24, Series 6
Insurance and Annuity Licenses:    Disability, Variable Life, Long Term Care, Variable Annuity, Life, Annuity
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a commission only financial professional
Compensation Methods:    Commissions, Based on Assets
Fee % Based on Assets:    1 - 1.25
 
 
 
Prepared By: Annette M Crowley CRPC®, LUTCF®

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