Noah French, financial advisor Newton Center MA

Noah French

CRD Number: 3084855
Current Firm: Financial Engines Advisors LLC

Noah French (CRD# 3084855) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Newton Center, MA and has over 23 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Financial Engines Advisors LLC Sunnyvale, CA Nov 2018 - Current 3
Edelman Financial Services LLC Faifax, VA Jul 2014 - Nov 2018 4
Ef Legacy Securities, LLC Henrico, VA Apr 2016 - Oct 2018 2
Sanders Morris Harris Inc. Houston, TX Jul 2014 - Apr 2016 1
Valmark Securities, Inc. Akron, OH Mar 2013 - Jun 2014 1
New England Securities Boston, MA Mar 2005 - Mar 2013 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination May 2000
Contact Info for Noah C. French
Phone Number: 408-498-6000
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    290,355
    MILLIONS
  • Total Number of Accounts
    1,586,142
    ACCOUNTS
  • Average Account Value
    $183,057
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • 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)
  • Publication of periodicals or newsletters
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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