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).

By the Numbers
  • Total Assets Under Management
    2,449
    MILLION
  • Total Number of Accounts
    12,625
    ACCOUNTS
  • Average Account Value
    $193,975
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Flagship Harbor Advisors, LLC
Showing 21 - 30 of 54 top financial advisors.
21
Jefferson S. Jones
CRD#: 4567112
350 Gifford Street, Suite 22, Falmouth, MA 02540

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.

22
David J. Kaufman
CRD#: 1526940
346 Commercial Street, Boston, MA 02109

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.

23
Lester R. Kefauver
CRD#: 5295768
1020 William Blount Drive, Maryville, TN 37801

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.

24
Kimberly A. Kelly
CRD#: 6422215
346 Commercial Street, Boston, MA 02109

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.

25
Michael Krasco
CRD#: 4026071
346 Commercial Street, Boston, MA 02109

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.

26
Brendan M. Lammers
CRD#: 4877744
346 Commercial Street, Boston, MA 02109

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.

27
Rodney M. Laurenz
CRD#: 4568238
346 Commercial Street, Boston, MA 02109

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.

28
Barbara J. Maitland
CRD#: 5452564
11a Derby Square, Salem, MA 01970

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.

29
Edward J. Marinucci
CRD#: 2528997
24 Shipyard Drive, Suite 201, Hingham, MA 02043

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.

30
Philip J. Mathey
CRD#: 4931130
346 Commercial Street, Boston, MA 02109

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.

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