Allen Sawyer (CRD# 4909478) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Boston, MA and has over 19 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John Hancock | Boston, MA | Mar 2021 - Current | 3 |
| John Hancock Investment Management Distributors LLC | Boston, MA | Mar 2021 - Current | 3 |
| Citizens Securities, Inc. | Saugus, MA | Jul 2017 - Mar 2021 | 3 |
| Santander Securities LLC | Guaynabo, PR | Sep 2012 - Jul 2017 | 4 |
| Sovereign Bank | Dorchester, MA | Aug 2012 - Jul 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2008 |
| S65 | NASAA Investment Advisors Law Examination | May 2016 |
- MA
-
Total Assets Under Management1,852MILLIONS
-
Total Number of Accounts27,727ACCOUNTS
-
Average Account Value$66,777
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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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