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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lynnfield, MA

Every SEC-registered investment adviser representative at a firm office in Lynnfield, with the firms that employ the most of them.

44 registered advisors work in Lynnfield; the most are at F L Putnam Investment Management Co. (8). 0 list the CFP designation and 28 are also registered broker representatives.

Firms with the most advisors in Lynnfield

FirmAdvisors in Lynnfield
F L Putnam Investment Management Co.8
Strategic Advisers LLC7
Commonwealth Financial Network news5
LPL Financial LLC news5
Allworth Financial, L.P. news4
Charles Schwab & Co., Inc. news2
Integrated Wealth Concepts LLC2
Cetera Investment Advisers LLC news1
Dba Joseph Fodera1
Edward Jones news1
Kurv Investment Management LLC1
LPL Enterprise, LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Osaic Wealth, Inc. news1
R.A.i. Financial Services, Inc.1
RBC Capital Markets, LLC news1
Timothy Charles Financial, LLC1
Wellfin3601

Advisors in Lynnfield, A to Z

Search all of Massachusetts →

Other cities in Massachusetts

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Boston 4,092Waltham 519Wellesley 455Needham 281Worcester 219Burlington 218Hingham 214Braintree 197Springfield 190Westborough 177Danvers 163Norwell 150Wakefield 132Westwood 131Wellesley Hills 127Andover 122Beverly 122Woburn 121Newton 115Cambridge 112Bolton 101Plymouth 99Hyannis 93Lexington 79

Questions

How many financial advisors are in Lynnfield, MA?

44 investment adviser representatives are registered at firm offices in Lynnfield, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 28 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Lynnfield?

F L Putnam Investment Management Co., with 8 registered advisors in Lynnfield, followed by Strategic Advisers LLC with 7.

How do I check a financial advisor in Lynnfield?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.