Phillip Kashin

from Bartley Financial Advisors, LLC
SEC regulated
Regulated Investment Advisor
Phillip Kashin is a financial advisor based in New Hampshire, Bedford, with 12 years of experience. Phillip currently works for Bartley Financial Advisors, LLC. Phillip maintains a S65 license (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Phillip Kashin works at Bartley Financial Advisors, LLC
Bartley Financial Advisors, LLC is a financial advisory firm based in Bedford, New Hampshire. It currently has approximately $94,631,366 of assets under management and employs about 3 people. Bartley Financial Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
169 South River Road, Suite 17, Bedford, New Hampshire, 3110

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