Robert Clary (CRD# 841187) is an Investment Advisor Representative working at Clary Financial, Inc. in South Easton, MA and has over 39 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 4318531
Integrated Wealth Concepts LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Robert Clary | No.easton, MA | Jan 2005 - Current | 19 |
Clary Investment And Insurance Planning Corp.. | No. Easton, MA | May 1995 - Current | 29 |
North Easton Savings Bank | North Easton, MA | Jan 1995 - Current | 29 |
Mcneish,delorey Inc. | No. Easton, MA | Oct 1979 - Current | 44 |
Clary Financial Planning | No. Easton, MA | Oct 1976 - Current | 47 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1984 |
S65 | NASAA Investment Advisors Law Examination | Apr 2001 |
- MA
-
Total Assets Under Management82MILLIONS
-
Total Number of Accounts419ACCOUNTS
-
Average Account Value$195,917
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA
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