Linnard Financial Management & Planning, Inc.
Linnard Financial Management & Planning, Inc. (CRD# 130356) is a financial advisory firm headquartered in , . They manage $4,367,661 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Linnard Financial Management & Planning, Inc.
By the Numbers
-
Total Assets Under Management4MILLION
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Total Number of Accounts7ACCOUNTS
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Average Account Value$623,952
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Linnard Financial Management & Planning, Inc.
1
Barbara Linnard (CRD# 4755372) is an Investment Advisor Representative working at Linnard Financial Management & Planning, Inc. in Boxborough, MA and has over 22 years of experience in the finance industry.
2
David Linnard (CRD# 4755369) is an Investment Advisor Representative working at Linnard Financial Management & Planning, Inc. in Boxborough, MA and has over 22 years of experience in the finance industry.
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