Flying Point Financial, Inc.

Flying Point Financial, Inc. (CRD# 107915) is a financial advisory firm headquartered in North Andover, MA. They manage $168,520,000 in 591 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    169
    MILLION
  • Total Number of Accounts
    591
    ACCOUNTS
  • Average Account Value
    $285,144
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, ME, NH

Financial Advisors at Flying Point Financial, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Kevin J. Kennedy
CRD#: 4421611
855 Turnpike St, North Andover, MA 01845

Kevin Kennedy (CRD# 4421611) is an Investment Advisor Representative working at Flying Point Financial, Inc. in North Andover, MA and has over 22 years of experience in the finance industry.

2
Amy E. Mastromonaco
CRD#: 2740891
855 Turnpike Street, North Andover, MA 01845

Amy Mastromonaco (CRD# 2740891) is an Investment Advisor Representative working at Flying Point Financial, Inc. in North Andover, MA and has over 27 years of experience in the finance industry.

3
Elaine B. Morgillo
CRD#: 1578345
855 Turnpike Street, North Andover, MA 01845

Elaine Morgillo (CRD# 1578345) is an Investment Advisor Representative working at Flying Point Financial, Inc. in North Andover, MA and has over 37 years of experience in the finance industry.

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