Independent Financial Advisory, Inc.
Independent Financial Advisory, Inc. (CRD# 129366) is a financial advisory firm headquartered in Billerica, MA. They manage $14,000,000 in 225 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts225ACCOUNTS
Average Account Value$62,222
- A percentage of assets under your management
- Hourly charges
- Financial planning services
Brian Goguen (CRD# 4797050) is an Investment Advisor Representative working at Independent Financial Advisory, Inc. in Billerica, MA and has 1 year of experience in the finance industry. Brian Goguen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.