Louis Bonasera, financial advisor Andover MA
93 score

Louis Bonasera

CRD 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 12 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Securities Corporation Newburyport, MA Jul 2008 - Current 8
The Financial Advisors, LLC Newburyport, MA Mar 2008 - Current 8
Jefferson Pilot Securities Corporation Newburyport, MA Nov 2002 - Jun 2008 5
The Financial Advisors Newburyport, MA Sep 2000 - Mar 2008 7
Self-employed, Louis C. Bonasera, Cpa,mst Merrimac, MA Sep 2000 - Dec 2007 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2004
S65 NASAA Investment Advisors Law Examination Jan 2005
Contact Info for Louis C. Bonasera
Phone Number: 978-475-3242
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    414
    MILLIONS
  • Total Number of Accounts
    560
    ACCOUNTS
  • Average Account Value
    $739,841
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, FL, MA, ME, NH, NY, PA, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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