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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
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.


Financial Advisors at Independent Financial Advisory, Inc.
Showing 1 - 1 of 1 top financial advisors.
Brian D. Goguen
CRD#: 4797050
164 Concord Road, 164 Concord Road, Billerica, MA 01821

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.

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