Kerry E. Castonguay

Further information about Kerry E. Castonguay:

Kerry Castonguay, AWMA®, CRPC®, CDFA™

The LPL Financial registered representative associated with this page may only discuss and/or transact securities business with residents of the following states: MA, NH, RI, CT, HI.

As an independent Financial Advisor affiliated with LPL Financial, I have access to a wide range of tools and resources from an industry leader. LPL Financial is ranked the number one independent broker/dealer in the nation for the 14th year in a row*. LPL Financial has no affiliation with investment banks and no proprietary products, thus allowing the company to provide independent and objective investment advice. I leverage my education with over 25 years of business experience to provide my clients with outstanding service.

Castonguay & Associates offers comprehensive wealth management strategies, comprising a wide range of products and services, including fee-based investment platforms, mutual funds, annuities, insurance, and trust services**.

*Based on total revenues, as reported in Financial Advisor magazine, June 1996-2010

** LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial

Securities and investment advice provided through LPL Financial, member FINRA / SIPC.

A Registered Investment Advisor

Compensation and Fee Structures:

Fee based and/or transactional by arrangement

Licenses, Certifications & Affiliations:

FINRA Registration Series 7 2005
FINRA Registration Series 66 2005
FINRA Registration Series 24 2008

Member- Montachusett Estate and Retirement Planning Council, Worcester Economics Club, Wachusett Chamber of Commerce, North Central Mass Chamber of Commerce, Hope Lodge Advisory Board for the American Cancer Society, Mass Bar Association, Institute for Divorce Financial Analysts.

Education:

* College for Financial Planning, Greenwood Village, CO - Accredited Wealth Management Advisor 2010

* College for Financial Planning, Greenwood Village, CO - Chartered Retirement Planning Counselor 2006

* Institute for Divorce Financial Analysts, Southfield, MI - Certified Divorce Financial Analyst 2009

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Further information about Castonguay & Associates:

(Size of firm: 0-9 advisors)

WE believe that adopting a holistic planning approach that focuses first on your life goals and aspirations may improve the chances of achieving the future that you envision.