Chris Eddy, CFP®, has been a Financial Advisor for over 20 years. He graduated from Worcester Polytechnic Institute (WPI), but never went into an engineering role. He spent several years working for insurance companies as a financial analyst before shifting to become a Financial Advisor. He lives in Newfields, NH with his wife Heather.
AdvisorAssist provides compliance and regulatory support services to over 700 registered investment advisors, including 603 Financial Advisors, LLC.
They review and update filings with state securities departments, monitor regulatory changes and supply ongoing risk assessments.