Philip Dubuque, financial advisor Needham MA
90 score

Philip Dubuque

CRD Number: 1346884
Current Firm: Beaumont Financial Partners LLC

Philip Dubuque (CRD# 1346884) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Beaumont Financial Partners, LLC Needham, MA Sep 2013 - Current 3
Walnut Street Managers/beaumont Financial Partners, LLC Wellesley Hills, MA Sep 2010 - Dec 2014 4
Walnut Street Capital Mangement, LLC Wellesley Hills, MA May 2003 - Dec 2014 11
Independent Contractor/walnut Street Managers Wellesley Hills, MA Jul 2008 - Sep 2010 2
Walnut Street Managers, LLC Wellesley Hills, MA May 2003 - Jun 2008 5

Philip Dubuque has no recent exams reported.
Contact Info for Philip J. Dubuque
Phone Number: 781-400-2800
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,395
    MILLIONS
  • Total Number of Accounts
    2,816
    ACCOUNTS
  • Average Account Value
    $495,246
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, CO, CT, DC, FL, GA, ID, IL, LA, MA, MD, ME, MN, MO, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VT, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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