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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Methuen, MA

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

14 registered advisors work in Methuen; the most are at Pfs Investments Inc. (6). 0 list the CFP designation and 12 are also registered broker representatives.

Firms with the most advisors in Methuen

FirmAdvisors in Methuen
Pfs Investments Inc.6
LPL Financial LLC news3
Strategic Advisers LLC2
Bbs Wealth Management, LLC1
Edelman Financial Engines news1
Voya Retirement Advisors, LLC1

Advisors in Methuen, A to Z

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Other cities in Massachusetts

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Boston 3,833Waltham 477Wellesley 415Needham 267Hingham 218Worcester 194Burlington 189Springfield 180Braintree 175Westborough 166Danvers 139Norwell 137Wakefield 124Westwood 123Wellesley Hills 119Beverly 118Woburn 116Newton 112Andover 111Cambridge 110Bolton 95Plymouth 92Hyannis 88Framingham 84

Questions

How many financial advisors are in Methuen, MA?

14 investment adviser representatives are registered at firm offices in Methuen, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records. 12 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Methuen?

Pfs Investments Inc., with 6 registered advisors in Methuen, followed by LPL Financial LLC with 3.

How do I check a financial advisor in Methuen?

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.