Brian McLarney (CRD# 2213053) is an Investment Advisor Representative working at Merrimack Valley Financial Advisors, Inc. in Chelmsford, MA and has over 31 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Apr 2003 - Current | 21 |
| Merimack Valley Fin. Advisors | Chelmsford, MA | Jun 1998 - Current | 25 |
| Mclarney & Company | Chelmsford, MA | Sep 1986 - Current | 37 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1992 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1998 |
- MA
- NH
-
Total Assets Under Management46MILLIONS
-
Total Number of Accounts270ACCOUNTS
-
Average Account Value$172,188
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
MA, NH
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