Willard Umphrey, financial advisor Lincoln MA

Willard Umphrey

CRD 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.

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Professional Designations
Company Name Location Dates Years
U. S. Boston Capital Corporation Lincoln, MA Jul 1999 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1980
Disclosure Information

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
Contact Info for Willard L. Umphrey
Phone Number: 781-259-1144
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    5,820
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $5,820,047,680
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MA

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