Pamela Hegarty (CRD# 2698539) is an Investment Advisor Representative working at Intergeneration Capital Management, LLC in Andover, MA and has 1 year of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Intergeneration Capital Management | Andover, MA | Sep 2011 - Current | 12 |
- MA
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$2,665,972
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
MA
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