Louis BonaseraCRD Number: 4606122
Current Firm: The Financial Advisors, LLC
Louis Bonasera (CRD# 4606122) is an Investment Advisor Representative working at The Financial Advisors, LLC in Andover, MA and has over 17 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|The Financial Advisors, LLC||Newburyport, MA||Mar 2008 - Current||14|
|Lincoln Financial Securities Corporation||Newburyport, MA||Jul 2008 - Nov 2016||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2004|
|S65||NASAA Investment Advisors Law Examination||Jan 2005|
Total Assets Under Management975MILLIONS
Total Number of Accounts2,161ACCOUNTS
Average Account Value$451,071
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, MA, ME, NH, NJ, NY, PA, RI, TX, VT
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