93 Financial Group, LLC

93 Financial Group, LLC (CRD# 144235) is a financial advisory firm headquartered in Woburn, MA. They manage $196,312,031 in 1,525 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    196
    MILLION
  • Total Number of Accounts
    1,525
    ACCOUNTS
  • Average Account Value
    $128,729
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MA, ME, NH, RI, TX

Financial Advisors at 93 Financial Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
James T. Welch
CRD#: 4615463
600 Unicorn Park Drive, Woburn, MA 01801
93
Wealthminder
score

James Welch (CRD# 4615463) is an Investment Advisor Representative working at 93 Financial Group, LLC in Woburn, MA and has over 9 years of experience in the finance industry.

2
John A. Welch
CRD#: 4142068
600 Unicorn Park Drive, Woburn, MA 01801
93
Wealthminder
score

John Welch (CRD# 4142068) is an Investment Advisor Representative working at 93 Financial Group, LLC in Woburn, MA and has over 16 years of experience in the finance industry.

3
Lawrence E. Welch
CRD#: 2359478
600 Unicorn Park Drive, Woburn, MA 01801
63
Wealthminder
score

Lawrence Welch (CRD# 2359478) is an Investment Advisor Representative working at 93 Financial Group, LLC in Woburn, MA and has over 22 years of experience in the finance industry.

4
Paul J. Welch
CRD#: 2327685
600 Unicorn Park Drive, Woburn, MA 01801
63
Wealthminder
score

Paul Welch (CRD# 2327685) is an Investment Advisor Representative working at 93 Financial Group, LLC in Woburn, MA and has over 23 years of experience in the finance industry.

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