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Twelve Points Wealth Management financial advisors in Concord, MA
Every SEC-registered investment adviser representative at a Twelve Points Wealth Management office in Concord, A to Z.
The short answer
19 registered advisors work at Twelve Points Wealth Management in Concord, out of 20 at the firm nationwide; it ranks number 1 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Twelve Points Wealth Management advisors in Concord, A to Z
Every Twelve Points Wealth Management advisor →- Joseph M. BelsantiInvestment adviser rep
- Stephen J. BrunoChartered Financial Analyst
- Christopher A. CahillCertified Financial Planner
- Deborah N. CartisserInvestment adviser rep
- David M. ClaymanInvestment adviser rep
- Joel D. FearonInvestment adviser rep
- Francesca E. FedericoInvestment adviser rep
- Emanuel N. FrangiadakisInvestment adviser rep
- Tracey B. HartfordInvestment adviser rep
- Jeffrey S. KingInvestment adviser rep
- Vikram KonankiInvestment adviser rep
- William G. KoshivasInvestment adviser rep
- Barbara B. MaiettaCertified Financial Planner
- Andrew McGillInvestment adviser rep
- Joseph P. MontanaInvestment adviser rep
- Carolyn B. MullinsInvestment adviser rep
- Gregory A. PhillipsInvestment adviser rep
- Igor TiguyCertified Financial Planner
- Neil J. TremblayInvestment adviser rep
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Twelve Points Wealth Management advisors in other cities
Other firms in Concord
All Concord advisors →Bay Colony Advisors 12Monument Group Wealth Advisors, LLC 3Morgan Stanley 3
Questions
How many financial advisors does Twelve Points Wealth Management have in Concord?
19 investment adviser representatives are registered at Twelve Points Wealth Management offices in Concord, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 20 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Twelve Points Wealth Management one of the largest advisor employers in Concord?
Twelve Points Wealth Management ranks number 1 in Concord by registered advisors, ahead of Bay Colony Advisors (12).
How do I check a Twelve Points Wealth Management advisor in Concord?
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 Twelve Points Wealth Management 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.