93 Financial Group, LLC

93 Financial Group, LLC (CRD# 144235) is a financial advisory firm headquartered in Woburn, MA. They manage $242,712,301 in 1,681 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    243
    MILLION
  • Total Number of Accounts
    1,681
    ACCOUNTS
  • Average Account Value
    $144,386
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, PA, 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 10 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 17 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 23 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 25 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.