Robert Furlong, financial advisor Needham MA
88 score

Robert Furlong

CRD Number: 6005674
Current Firm: Park Avenue Securities LLC

Robert Furlong (CRD# 6005674) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Park Avenue Securities Needham, MA Mar 2013 - Current 3
Guardian Life Insurance Company Of America Needham, MA Nov 2011 - Current 5
Unemployed Wellesley, MA Apr 2011 - Nov 2011 < 1
Copley Flair Inc. Wellesley, MA Jun 1988 - Apr 2011 22
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Robert H. Furlong
Phone Number: 1-888-600-4667
Registered State(s):
  • IL
  • MA
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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