Robert NeedhamCRD 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.
Prosperity Wealth Management, Inc.
Advanced Portfolio Design, LLC
|Needham Advisory Corporation||North Andover, MA||Oct 1985 - Current||34|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 1994|
Total Assets Under Management86MILLIONS
Total Number of Accounts221ACCOUNTS
Average Account Value$390,268
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA, NH, TX
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