There are no guarantees that working with an adviser will yield positive returns. Working with an adviser may come with potential downsides such as payment of fees This is not an offer to buy or sell any security or interest. We do not manage client funds or hold custody of assets, we help users connect with relevant financial Review the ongoing performance of any Adviser, participate in the management of any user’s account byĪn Adviser or provide advice regarding specific investments. Platform based on information gathered from users through our online questionnaire. ![]() ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching Services are limited to referring users to third party advisers registered or chartered as fiduciaries Securities and Exchange Commission as an investment adviser. ![]() SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, Which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. ![]() (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, Geography, and willingness to work with a remote advisor).Ĭertified Financial Planner Board of Standards, Inc. The matching tool does not includeĪll available advisors and firms and matches based on specific criteria (investable assets, Match you with the advisor or firm mentioned in this profile. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not SmartAsset did not receive compensation for including any of the firms or advisors SmartAsset is not a client of the aforementionedįirms or advisors. Which SmartAsset is compensated for lead referrals. This profile may include a firm or advisor that has a business relationship with SmartAsset, in No special treatment or consideration in SmartAsset’s profiles. Profile content is produced by SmartAsset independently of anyīusiness relationships that might exist between SmartAsset and the named financial professional andįirm, and financial professionals and firms having business relationships with SmartAsset receive To report any data inconsistencies or errors, please named financial professional and firm have not reviewed, approved, or endorsed this profile andĪre not responsible for its accuracy. The content in this profile was updated by SmartAsset on using publicly available data However, fees billed by Momentum Independent Network Inc can be comprised of some blend of asset-based, hourly, fixed and other fees. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars.Ī financial advisor's fee schedules vary depending on which services are provided. Of its 2,682 accounts, just 10% are held by high-net-worth individuals who have at least $1 million in assets. The firm serves seven charities and foundations. It administers $864 million in assets among its 2,682 client accounts, placing it among the larger financial advisory firms in the nation by assets under management. It has offices in 93 locations and a total of 106 people on staff. Momentum Independent Network Inc is a registered investment firm operating out of Vancouver, Washington. ![]() Dupin De Saint Cyr holds Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona, California, Nevada, Oregon, Texas, Virginia and Washington. Over the course of their career, Dupin De Saint Cyr has held roles at Raymond James & Associates, Inc and Hilltop Securities Independent Network Inc. Dupin De Saint Cyr is an advisor for Momentum Independent Network Inc. Christophe Dupin De Saint Cyr is a financial advisor operating in Vancouver, Washington, who has been in the financial industry for 11 years.
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