Patrick Furnari (CRD# 1195211) is an Investment Advisor Representative working at Capital Analysts in Braintree, MA and has over 21 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment | Braintree, MA | Jun 2012 - Current | 11 |
| Capital Analysts Inc. | Radnor, PA | Jul 2002 - Current | 21 |
| Kaf Financial | Brantree, MA | Feb 2001 - Current | 23 |
| Tactical Solutions | Braintree, MA | Feb 2001 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2002 |
- MA
-
Total Assets Under Management7,096MILLIONS
-
Total Number of Accounts22,363ACCOUNTS
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Average Account Value$317,306
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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
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