Richard Vincent, financial advisor Boston MA

Richard Vincent

CRD Number: 1823326
Current Firm: The De Burlo Group, Inc.

Richard Vincent (CRD# 1823326) is an Investment Advisor Representative working at The De Burlo Group, Inc. in Boston, MA and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
The De Burlo Group, Inc. Boston, MA Jan 1996 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1988
Contact Info for Richard B. Vincent
Phone Number: 617-482-0275
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    831
    MILLIONS
  • Total Number of Accounts
    105
    ACCOUNTS
  • Average Account Value
    $7,912,190
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

MA, NH, PA, VT

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