Jeffrey Phelps, CFA
Avalon Advisors Llc
Financial Planner in Rockland, MA
Address:27 Market St
Rockland, MA 02370
About Jeffrey Phelps
Jeffrey Phelps is a financial professional at Avalon Advisors Llc located in Rockland, Massachusetts. Jeffrey Phelps holds an industry securities registration subject to FINRA oversight having passed securities examinations including S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Jeffrey Phelps provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Jeffrey Phelps27 Market St
Rockland, MA 02370
Phone Number:
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Website:
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