Lee Forker (CRD# 211245) is an Investment Advisor Representative working at New England Research & Management, Inc. in Boston, MA and has over 34 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| "gp" Appvd 4/9/80-"cp" Appvd 9/29/80 W/ | Rep Force Approved, MA | Nov 1983 - Current | 40 |
| Drake Securities Corp. | Boston, MA | Mar 1980 - Current | 44 |
| New England Research And Management | Boston, MA | Aug 1978 - Current | 45 |
| #ia New England Research & Management, I | Boston, MA | Aug 1978 - Current | 45 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1989 |
- MA
-
Total Assets Under Management262MILLIONS
-
Total Number of Accounts371ACCOUNTS
-
Average Account Value$705,081
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
CA, FL, IL, MA, NH
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