Robert Maloney, financial advisor Holderness NH

Robert Maloney

CRD Number: 4556149
Current Firm: Squam Lakes Financial Advisors, LLC
Compensation Model: Fee Only

Robert Maloney (CRD# 4556149) is an Investment Advisor Representative working at Squam Lakes Financial Advisors, LLC in Holderness, NH and has 32 years of experience in the finance industry.

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Company Name Location Dates Years
Squam Lakes Financial Advisors, LLC Holderness, NH Apr 2007 - Current 16

Robert Maloney has no recent exams reported.
Contact Info for Robert E. Maloney
Phone Number: 603-968-2317
Registered State(s):
  • NH
  • TX
Current Firm Details
Squam Lakes Financial Advisors, LLC
Firm's CRD Number: 121325
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NH, TX

Firm Disclaimer:

Our service do not include the sale of any products nor do we receive commissions or referral fees. Our sole source of income comes directly from our clients who pay us to prepare a comprehensive financial plan and or act on a retainer basis. Our services are provided on a fee-only basis and we act as your personal fiduciary in dealing with your other advisors and your portfolio managers.

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