Willard UmphreyCRD Number: 451556
Current Firm: Pear Tree Advisors, Inc.
Willard Umphrey (CRD# 451556) is an Investment Advisor Representative working at Pear Tree Advisors, Inc. in Lincoln, MA and has over 42 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|U. S. Boston Capital Corporation||Lincoln, MA||Jul 1999 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1980|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management5,820MILLIONS
Total Number of Accounts1ACCOUNTS
Average Account Value$5,820,047,680
- A percentage of assets under your management
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