Robert McLemoreCRD Number: 1226566
Current Firm: Abbot Financial Management, Inc.
Robert McLemore (CRD# 1226566) is an Investment Advisor Representative working at Abbot Financial Management, Inc. in North Andover, MA and has over 34 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Abbot Financial Management, Inc.||North Andover, MA||May 2000 - Current||17|
|Winslow Evans &crocker||Boston, MA||May 2000 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1984|
|S65||NASAA Investment Advisors Law Examination||Aug 1996|
Total Assets Under Management173MILLIONS
Total Number of Accounts366ACCOUNTS
Average Account Value$473,497
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, MA, NH, SC