Michael DempseyCRD Number: 5526750
Current Firm: The Financial Advisors, LLC
Michael Dempsey (CRD# 5526750) is an Investment Advisor Representative working at The Financial Advisors, LLC in Andover, MA and has over 9 years of experience in the finance industry.
United Planners' Financial Services Of America A Limited Partner
Walnut Hill Advisors, LLC
|The Financial Advisors, LLC||Andover, MA||Oct 2009 - Current||7|
|Lincoln Financial Securities Corp||Andover, MA||Sep 2009 - Current||7|
|Lincoln Financial Securities Corp||Andover, MA||Jul 2008 - Current||8|
|Self-employed||Arlington, MA||May 2007 - Current||10|
|The Financial Advisors, LLC||Andover, MA||Apr 2008 - Sep 2009||1|
|Mccafferty And Company||Brookline, MA||Feb 2008 - Apr 2008||< 1|
|H&r Block||Arlington, MA||Jan 1995 - Apr 2007||12|
|Ibm||Westford, MA||Mar 1998 - Mar 2007||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2007|
|S65||NASAA Investment Advisors Law Examination||Dec 2007|
Total Assets Under Management414MILLIONS
Total Number of Accounts560ACCOUNTS
Average Account Value$739,841
- 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
- Selection of other advisers (including private fund managers)
CA, FL, MA, ME, NH, NY, PA, TX
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