Henry Place (CRD# 5862403) is an Investment Advisor Representative working at Diversified Financial Management in Norwell, MA and has 1 year of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Diversified Financial Management | Norwell, MA | Jul 2014 - Current | 9 |
| Diversified Financial Management, Inc. | Norwell, MA | Oct 2010 - Jul 2014 | 3 |
- FL
- MA
- NH
-
Total Assets Under Management259MILLIONS
-
Total Number of Accounts455ACCOUNTS
-
Average Account Value$569,181
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, MA, NH
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