David Aballo is a CFA-designated registered investment advisor, based in Westerly, RI, with 2 years of industry experience.
Location
9 Granite Street, Westerly, RI, 02891
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David works as a financial advisor for New England Professional Planning Group and Professional Planning Group, dedicating about half his time to each. The first role is as an independent RIA, while the second is as an employee.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Professional Planning Group
State Registrations11 states
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