Annemarie Smith (CRD# 5859585) is an Investment Advisor Representative working at Commonwealth Financial Network in Newbury, MA and has 1 year of experience in the finance industry.
CRD# 4831929
Fidelity Personal And Workplace Advisors
CRD# 4689919
Abraham, Robert Ralph Jr
CRD# 4429381
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pathways For Learning | West Newbury, MA | Sep 2010 - Current | 13 |
- MA
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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