RFG - BRISTOL WEALTH ADVISORS, LLC of TAUNTON, MA is an SEC-registered investment adviser (CRD 330145). Regulatory assets under management: $985.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Dean Roger Larabee | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Louis Michael Ricciardi | PRESIDENT AND CHIEF EXECUTIVE OFFICER; SHAREHOLDER | — |
| Carl Michael Begin | SENIOR VICE PRESIDENT AND DIRECTOR OF FINANCIAL PLANNING | — |
| LARABEE DEAN ROGER | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| RICCIARDI LOUIS MICHAEL | PRESIDENT AND CHIEF EXECUTIVE OFFICER; SHAREHOLDER | — |
| BEGIN CARL MICHAEL | CHIEF INVESTMENT OFFICER; SENIOR VICE PRESIDENT AND DIRECTOR OF FINANCIAL PLANNING | — |