Financial ADVSR advisor directory · SEC adviser records
Bridgeport Financial Solutions financial advisors in Boxborough, MA
Every SEC-registered investment adviser representative at a Bridgeport Financial Solutions office in Boxborough, A to Z.
The short answer
3 registered advisors work at Bridgeport Financial Solutions in Boxborough, out of 10 at the firm nationwide; it ranks number 1 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Bridgeport Financial Solutions advisors in Boxborough, A to Z
Every Bridgeport Financial Solutions advisor →- Allison E. ConlonCertified Financial Planner
- Mitchell SanfordInvestment adviser rep
- Evan P. WelchCertified Financial Planner
Bridgeport Financial Solutions advisors in every city and state →Bridgeport Financial Solutions: assets, clients and custodians →Advisor Moves: who changed firms this week →
Bridgeport Financial Solutions advisors in other cities
Fairfield, IA 2Roseville, CA 2Adel, IA 1Indianapolis, IN 1Moultonborough, NH 1
Questions
How many financial advisors does Bridgeport Financial Solutions have in Boxborough?
3 investment adviser representatives are registered at Bridgeport Financial Solutions offices in Boxborough, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Bridgeport Financial Solutions one of the largest advisor employers in Boxborough?
Bridgeport Financial Solutions ranks number 1 in Boxborough by registered advisors, ahead of every other firm.
How do I check a Bridgeport Financial Solutions advisor in Boxborough?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Bridgeport Financial Solutions office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.