Jeremy Vaille is a registered investment advisor at Arsenal Financial, LLC, based in Norwell, MA, with 7 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Arsenal Planning does not offer investment management services directly. However, their representatives can provide these services through LPL Financial for a fee based on the amount of your portfolio.
Location
99 Longwater Cir #204, Norwell, MA, 02061
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jeremy is involved in several business activities, including a family landscape construction business, Arsenal Financial LLC (DBA for LPL business), Arsenal Financial (DBA: Arsenal Planning) as a registered investment advisor, and Bellflower Financial LLC. He dedicates minimal time to the family business, about a quarter of his time to Arsenal Financial LLC, about 10-20% of his time to Arsenal Planning, and full-time to Bellflower Financial LLC.
Employment History
Current Registrations
LPL Financial LLC
Arsenal Financial, LLC
LPL Financial LLCBroker
Previous Registrations
Fidelity Brokerage Services LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.