Paul Littlefield (CRD# 7183558) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Beverly, MA and has 1 year of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Beverly, MA | May 2023 - Current | 1 |
| Raymond James Financial Services, Inc. | Beverly, MA | Feb 2023 - Current | 1 |
| Littlefield & Assoc. | Beverly, MA | Aug 2019 - Current | 4 |
| Littlefield Wealth Services | Littlefield Wealth Services, MA | Aug 2019 - Current | 4 |
| Raymond James Financial Services, Inc. | Beverly, MA | Sep 2019 - Feb 2023 | 3 |
| Construction Management & Builders | Beverly, MA | Jan 2013 - Sep 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- MA
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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