David Page (CRD# 6132686) is an Investment Advisor Representative working at Boston Harbor Investment Management in Bedford, MA and has over 11 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Boston Harbor Investment Management, LLC | Bedford, MA | Sep 2012 - Current | 11 |
| Iamscientist, Inc. | Bedford, MA | Nov 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2012 |
- MA
-
Total Assets Under Management23MILLIONS
-
Total Number of Accounts38ACCOUNTS
-
Average Account Value$605,209
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
MA
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