Joseph Somerset (CRD# 3171281) is an Investment Advisor Representative working at Beantown Financial Advisors LLC in Jefferson, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 2931681
Lpl Financial LLC
CRD# 4441672
Bolton Global Asset Management
Company Name | Location | Dates | Years |
---|---|---|---|
Beantown Financial Advisors | Jefferson, MA | Oct 2003 - Current | 20 |
Bentley University | Waltham, MA | Sep 2011 - Dec 2017 | 6 |
- MA
-
Total Assets Under Management96MILLIONS
-
Total Number of Accounts55ACCOUNTS
-
Average Account Value$1,749,091
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA
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