Carl Michael Begin
Investment adviser representative at Bristol Wealth Group
18 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$985.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Bristol Wealth GroupJan 2018 to now
- Raymond James Financial Services Advisors, IncJun 2018 to Jun 2024
- Bristol County Savings BankJul 2006 to Dec 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Bristol Wealth Group
Legal name: Rfg - Bristol Wealth Advisors, LLC
$985.6MAssets managed
885Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3048768
- Firm CRD
- 330145