Linnard Financial Management & Planning, Inc.

Linnard Financial Management & Planning, Inc. (CRD# 130356) is a financial advisory firm headquartered in , . They manage $4,367,661 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

http://www.linnardfinancial.com

By the Numbers

Total Assets Under Management

4

MILLION
Total Number of Accounts

7

ACCOUNTS
Average Account Value

$623,952

Compensation Options

A percentage of assets under your management
Hourly charges
Other

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Linnard Financial Management & Planning, Inc.

Showing 1 - 2 of 2 top financial advisors.

Barbara V. Linnard

CRD#: 4755372

Boxborough, MA

Barbara Linnard (CRD# 4755372) is an Investment Advisor Representative working at Linnard Financial Management & Planning, Inc. in Boxborough, MA and has over 22 years of experience in the finance industry.

David C. Linnard

CRD#: 4755369

Boxborough, MA

David Linnard (CRD# 4755369) is an Investment Advisor Representative working at Linnard Financial Management & Planning, Inc. in Boxborough, MA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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