Robert Needham, financial advisor North Andover MA

Robert Needham

CRD Number: 2569173
Current Firm: Needham Advisory Corporation

Robert Needham (CRD# 2569173) is an Investment Advisor Representative working at Needham Advisory Corporation in North Andover, MA and has over 25 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Needham Advisory Corporation North Andover, MA Oct 1985 - Current 34
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 1994
Contact Info for Robert B. Needham
Phone Number: 978 681-8821
Registered State(s):
  • MA
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    86
    MILLIONS
  • Total Number of Accounts
    221
    ACCOUNTS
  • Average Account Value
    $390,268
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MA, NH, TX

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

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