Flagship Harbor Advisors, LLC
Flagship Harbor Advisors, LLC (CRD# 155733) is a financial advisory firm headquartered in Boston, MA. They manage $2,448,936,619 in 12,625 accounts and serve the financial needs of clients across 35 states (or territories).
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Total Assets Under Management2,449MILLION
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Total Number of Accounts12,625ACCOUNTS
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Average Account Value$193,975
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CT, DC, FL, GA, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI
Jefferson Jones (CRD# 4567112) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Falmouth, MA and has over 21 years of experience in the finance industry.
David Kaufman (CRD# 1526940) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Boston, MA and has over 37 years of experience in the finance industry.
Lester Kefauver (CRD# 5295768) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Maryville, TN and has over 16 years of experience in the finance industry.
Kimberly Kelly (CRD# 6422215) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Boston, MA and has over 8 years of experience in the finance industry.
Michael Krasco (CRD# 4026071) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Boston, MA and has over 24 years of experience in the finance industry.
Brendan Lammers (CRD# 4877744) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Boston, MA and has over 18 years of experience in the finance industry.
Rodney Laurenz (CRD# 4568238) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Boston, MA and has over 21 years of experience in the finance industry.
Barbara Maitland (CRD# 5452564) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Salem, MA and has over 15 years of experience in the finance industry.
Edward Marinucci (CRD# 2528997) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Hingham, MA and has over 24 years of experience in the finance industry.
Philip Mathey (CRD# 4931130) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Boston, MA and has over 18 years of experience in the finance industry.