Robert McLemore, financial advisor North Andover MA
93 score

Robert McLemore

CRD 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 32 years of experience in the finance industry.

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Company Name Location Dates Years
Abbot Financial Management, Inc. North Andover, MA May 2000 - Current 16
Winslow Evans &crocker Boston, MA May 2000 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1984
S65 NASAA Investment Advisors Law Examination Aug 1996
Contact Info for Robert A. McLemore
Phone Number: 978-688-9010
Firm Website: http://www.abbotfm.com
Registered State(s):
  • MA
  • NH
By the Numbers
  • Total Assets Under Management
    155
    MILLIONS
  • Total Number of Accounts
    347
    ACCOUNTS
  • Average Account Value
    $448,056
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MA, NH

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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