Michael Kumph, financial advisor Andover MA

Michael Kumph

CRD Number: 3163298
Current Firm: The Financial Advisors, LLC

Michael Kumph (CRD# 3163298) is an Investment Advisor Representative working at The Financial Advisors, LLC in Andover, MA and has over 25 years of experience in the finance industry. Michael Kumph has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Financial Advisors, LLC Andover, MA May 1998 - Current 25
Lincoln Financial Securities Corporation Andover, MA Jul 2008 - Nov 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Apr 1999
Contact Info for Michael P. Kumph
Phone Number: 978-475-3242
Firm Website: http://www.tfa.bz
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    981
    MILLIONS
  • Total Number of Accounts
    2,185
    ACCOUNTS
  • Average Account Value
    $449,032
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

CA, FL, MA, ME, NC, NH, NJ, NY, PA, RI, TX, VT

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