Joseph Somerset, financial advisor Jefferson MA

Joseph Somerset

CRD Number: 3171281
Current Firm: Beantown Financial Advisors LLC

Joseph Somerset (CRD# 3171281) is an Investment Advisor Representative working at Beantown Financial Advisors LLC in Jefferson, MA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Beantown Financial Advisors Jefferson, MA Oct 2003 - Current 20
Bentley University Waltham, MA Sep 2011 - Dec 2017 6

Joseph Somerset has no recent exams reported.
Contact Info for Joseph E. Somerset
Phone Number: 508-529-0102
Registered State(s):
  • MA
Current Firm Details
Beantown Financial Advisors LLC
Firm's CRD Number: 134637
By the Numbers
  • Total Assets Under Management
    96
    MILLIONS
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $1,749,091
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MA

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