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Financial ADVSR advisor directory · SEC adviser records

Nefpg financial advisors in Burlington, MA

Every SEC-registered investment adviser representative at a Nefpg office in Burlington, A to Z.

2 registered advisors work at Nefpg in Burlington, out of 2 at the firm nationwide; it ranks number 16 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.

Nefpg advisors in Burlington, A to Z

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Nefpg advisors in every city and state →Nefpg: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Burlington

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Strategic Advisers LLC 46Merrill Lynch, Pierce, Fenner & Smith Incorporated 43Valic Financial Advisors, Inc. 20Commonwealth Financial Network 15Charles Schwab & Co., Inc. 11Raymond James & Associates, Inc. 11Hornor, Townsend & Kent, LLC 9Edelman Financial Engines 7Rpg Family Wealth Advisory, LLC 6LPL Financial LLC 5Sequoia Financial Group, L.L.c. 4Wealth Enhancement Advisory Services, LLC 4

Questions

How many financial advisors does Nefpg have in Burlington?

2 investment adviser representatives are registered at Nefpg offices in Burlington, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 2 nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

Is Nefpg one of the largest advisor employers in Burlington?

Nefpg ranks number 16 in Burlington by registered advisors; Strategic Advisers LLC has the most, with 46.

How do I check a Nefpg advisor in Burlington?

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 Nefpg 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.